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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,039 |
CABLE HILL PARTNERS3 years Service code 27 · EIN 46-4959656 | Advisory (Plan) | $34,181 |
Service code 27 · EIN 93-1052371 | Advisory (Plan) | $17,527 |
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 | $86,274 | $104,919-17.8% | $116,228-25.8% | $85,563+0.8% |
| Participation rate | 83.4% | 78.6%+4.8pp | 74.6%+8.9pp | 66.0%+17.5pp |
| Annual return | 13.38% | 15.38%-2.0pp | 90.06%-76.7pp | 31.51%-18.1pp |
| Employer contribution / active EE | $3,578 | $3,485+2.7% | $2,994+19.5% | $2,654+34.8% |
| Participant deferral / active EE | $4,775 | $5,306-10.0% | $4,953-3.6% | $4,375+9.1% |
| Admin fee / account holder | $304 | $429-29.0% | $11,989-97.5% | $834-63.5% |