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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,893 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $46,035 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 · EIN 63-1239856 | Contract Administrator | $22,090 |
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 | $30,312 | $50,815-40.3% | $155,509-80.5% | $77,643-61.0% |
| Participation rate | 92.0% | 63.1%+28.9pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 15.48% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,920 | $1,993-3.6% | $4,672-58.9% | $2,726-29.6% |
| Participant deferral / active EE | $4,472 | $2,822+58.5% | $5,626-20.5% | $4,647-3.8% |
| Admin fee / account holder | $398 | $437-8.8% | $15,912-97.5% | $430-7.4% |