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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,179 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,603 |
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 | $39,853 | $54,350-26.7% | $82,719-51.8% | $68,494-41.8% |
| Participation rate | 24.7% | 63.9%-39.2pp | 72.6%-47.8pp | 67.9%-43.2pp |
| Annual return | -15.26% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $332 | $2,218-85.0% | $3,009-89.0% | $2,596-87.2% |
| Participant deferral / active EE | $899 | $3,246-72.3% | $4,395-79.5% | $4,027-77.7% |
| Admin fee / account holder | $385 | $4,395-91.2% | $5,329-92.8% | $5,403-92.9% |