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 | $98,727-1.5% | $113,168-14.1% | $85,563+13.6% |
| Participation rate | 95.3% | 80.8%+14.5pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 18.95% | 17.43%+1.5pp | 24.27%-5.3pp | 31.51%-12.6pp |
| Employer contribution / active EE | $2,548 | $2,907-12.3% | $2,975-14.4% | $2,654-4.0% |
| Participant deferral / active EE | $7,721 | $5,424+42.3% | $5,107+51.2% | $4,375+76.5% |
| Admin fee / account holder | $309 | $357-13.5% | $12,068-97.4% | $834-63.0% |