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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,826 |
Service code 49 · EIN 52-2114207 | Other Services | $13,345 |
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 | $184,179 | $60,488+204.5% | $109,895+67.6% | $79,386+132.0% |
| Participation rate | 95.1% | 67.0%+28.1pp | 74.2%+20.9pp | 70.7%+24.4pp |
| Annual return | 15.57% | 189.57%-174.0pp | 29.45%-13.9pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,042 | $1,649+145.2% | $2,842+42.2% | $2,427+66.5% |
| Participant deferral / active EE | $5,609 | $3,220+74.2% | $4,048+38.6% | $4,046+38.7% |
| Admin fee / account holder | $367 | $605-39.3% | $6,066-93.9% | $626-41.4% |