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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,874 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 49 · EIN 13-3727333 | Other Services | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,237 | $72,492+148.6% | $87,100+106.9% | $72,985+147.0% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 22.75% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $7,434 | $1,894+292.5% | $2,521+194.8% | $2,440+204.7% |
| Participant deferral / active EE | $5,581 | $3,270+70.7% | $4,049+37.8% | $3,607+54.7% |
| Admin fee / account holder | $489 | $5,055-90.3% | $7,497-93.5% | $5,124-90.5% |