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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,488 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $49,267 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $11,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,376 | $80,724+225.0% | $103,333+153.9% | $74,495+252.2% |
| Participation rate | 74.6% | 65.7%+8.9pp | 74.5%+0.1pp | 67.2%+7.4pp |
| Annual return | 12.56% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,615 | $3,157+46.2% | $3,868+19.3% | $2,623+76.0% |
| Participant deferral / active EE | $8,660 | $3,860+124.3% | $5,057+71.2% | $4,346+99.3% |
| Admin fee / account holder | $531 | $2,368-77.6% | $8,355-93.6% | $1,942-72.6% |