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 | $130,210 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $52,164 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $97,234 | $103,024-5.6% | $112,040-13.2% | $79,634+22.1% |
| Participation rate | 95.3% | 80.6%+14.8pp | 76.5%+18.8pp | 62.5%+32.9pp |
| Annual return | 18.95% | 17.60%+1.3pp | 24.52%-5.6pp | 36.46%-17.5pp |
| Employer contribution / active EE | $2,548 | $3,015-15.5% | $2,954-13.7% | $2,529+0.7% |
| Participant deferral / active EE | $7,721 | $5,233+47.6% | $5,098+51.5% | $3,835+101.4% |
| Admin fee / account holder | $309 | $465-33.6% | $12,098-97.4% | $1,002-69.2% |