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 | $94,527 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,990 |
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 | $106,842 | $84,487+26.5% | $125,339-14.8% | $66,914+59.7% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+17.0pp | 69.8%+29.5pp |
| Annual return | -2.20% | -8.39%+6.2pp | 572.05%-574.3pp | 1.58%-3.8pp |
| Employer contribution / active EE | $2,409 | $3,553-32.2% | $4,814-50.0% | $2,544-5.3% |
| Participant deferral / active EE | $8,212 | $6,781+21.1% | $7,446+10.3% | $4,237+93.8% |
| Admin fee / account holder | $420 | $685-38.7% | $10,010-95.8% | $593-29.2% |