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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,232 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,095 |
GCW, INC.6 years Service code 14 · EIN 88-0116703 | Plan Administrator | $10,913 |
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 | $141,795 | $101,317+40.0% | $146,958-3.5% | $74,495+90.3% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 14.79% | 8730.91%-8716.1pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,502 | $3,810+18.2% | $4,933-8.7% | $2,623+71.6% |
| Participant deferral / active EE | $11,048 | $7,303+51.3% | $8,070+36.9% | $4,346+154.2% |
| Admin fee / account holder | $413 | $1,739-76.2% | $12,998-96.8% | $1,942-78.7% |