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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,963 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $32,340 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $12,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,929 | $65,061-60.1% | $143,757-82.0% | $66,914-61.3% |
| Participation rate | 92.4% | 65.2%+27.3pp | 80.3%+12.1pp | 69.8%+22.6pp |
| Annual return | -18.40% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,997 | $2,361-15.4% | $4,951-59.7% | $2,544-21.5% |
| Participant deferral / active EE | $4,106 | $2,919+40.7% | $5,637-27.2% | $4,237-3.1% |
| Admin fee / account holder | $375 | $502-25.2% | $14,673-97.4% | $593-36.7% |