See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,144 |
WEALTHPLAN ADVISORS LLC8+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $34,029 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,922 | $84,487+19.5% | $125,339-19.5% | $66,914+50.8% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.8pp | 69.8%+20.3pp |
| Annual return | -14.26% | -8.39%-5.9pp | 572.05%-586.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,747 | $3,553+5.5% | $4,814-22.2% | $2,544+47.3% |
| Participant deferral / active EE | $9,163 | $6,781+35.1% | $7,446+23.1% | $4,237+116.3% |
| Admin fee / account holder | $323 | $685-52.9% | $10,010-96.8% | $593-45.6% |