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 | $43,911 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,012 |
Service code 27 · EIN 03-0215988 | Advisory (Plan) | $8,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,286 | $54,193+2.0% | $93,606-40.9% | $77,643-28.8% |
| Participation rate | 52.9% | 63.9%-11.1pp | 68.7%-15.8pp | 70.6%-17.7pp |
| Annual return | 14.11% | 30.54%-16.4pp | 133.20%-119.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,386 | $1,168+18.7% | $2,420-42.7% | $2,726-49.1% |
| Participant deferral / active EE | $2,179 | $3,144-30.7% | $4,411-50.6% | $4,647-53.1% |
| Admin fee / account holder | $322 | $576-44.1% | $8,285-96.1% | $430-25.2% |