Filed April 25, 2025
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 | $25,747 |
RISK PARADIGM GROUP, LLC5 years Service code 27 · EIN 45-2703234 | Advisory (Plan) | $16,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,158 | $45,343-68.8% | $150,298-90.6% | $67,986-79.2% |
| Participation rate | 75.8% | 51.9%+23.9pp | 77.8%-2.0pp | 57.2%+18.6pp |
| Annual return | 7.89% | 33.28%-25.4pp | 62.79%-54.9pp | 31.67%-23.8pp |
| Employer contribution / active EE | $1,739 | $1,462+18.9% | $4,154-58.1% | $2,019-13.9% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $96 | $2,250-95.7% | $14,116-99.3% | $3,203-97.0% |