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 | $51,875 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,978 |
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 | $130,520 | $71,883+81.6% | $86,677+50.6% | $68,494+90.6% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -15.73% | 3.52%-19.3pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,650 | $2,173+68.0% | $2,836+28.7% | $2,596+40.6% |
| Participant deferral / active EE | $7,614 | $3,779+101.5% | $4,656+63.5% | $4,027+89.1% |
| Admin fee / account holder | $415 | $6,112-93.2% | $7,493-94.5% | $5,403-92.3% |