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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,164 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $28,032 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $9,403 |
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 | $28,436 | $61,156-53.5% | $185,823-84.7% | $79,386-64.2% |
| Participation rate | 90.3% | 66.6%+23.7pp | 81.7%+8.6pp | 70.7%+19.6pp |
| Annual return | 16.59% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,472 | $2,321-36.6% | $5,167-71.5% | $2,427-39.4% |
| Participant deferral / active EE | $3,620 | $2,789+29.8% | $5,568-35.0% | $4,046-10.5% |
| Admin fee / account holder | $368 | $710-48.1% | $16,237-97.7% | $626-41.2% |