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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,688 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $35,579 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $18,166 |
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 | $27,706 | $47,126-41.2% | $149,673-81.5% | $74,419-62.8% |
| Participation rate | 91.4% | 63.4%+28.0pp | 78.8%+12.7pp | 70.7%+20.7pp |
| Annual return | 17.36% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,847 | $1,905-3.0% | $4,818-61.7% | $2,637-30.0% |
| Participant deferral / active EE | $4,135 | $2,728+51.6% | $5,680-27.2% | $4,528-8.7% |
| Admin fee / account holder | $377 | $343+10.0% | $13,210-97.1% | $348+8.4% |