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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,706 |
Service code 49 · EIN 02-0580939 | Other Services | $29,111 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,892 | $62,723-14.1% | $142,863-62.3% | $86,799-37.9% |
| Participation rate | 47.1% | 62.6%-15.4pp | 71.9%-24.8pp | 72.3%-25.2pp |
| Annual return | 14.10% | 17.62%-3.5pp | 5637.54%-5623.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,740 | $3,039-42.7% | $3,837-54.6% | $4,131-57.9% |
| Admin fee / account holder | $417 | $140+199.0% | $6,560-93.6% | $170+146.1% |