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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $83,018 |
Service code 49 | Other Services | $25,506 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,553 | $104,475-56.4% | $159,436-71.4% | $79,386-42.6% |
| Participation rate | 92.1% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.4pp |
| Annual return | 22.25% | 67.95%-45.7pp | 263.57%-241.3pp | 116.85%-94.6pp |
| Employer contribution / active EE | $3,144 | $3,417-8.0% | $4,829-34.9% | $2,427+29.5% |
| Participant deferral / active EE | $6,830 | $6,467+5.6% | $7,352-7.1% | $4,046+68.8% |
| Admin fee / account holder | $483 | $711-32.1% | $10,799-95.5% | $626-23.0% |