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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,698 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,749 |
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 | $151,529 | $80,968+87.1% | $96,544+57.0% | $75,163+101.6% |
| Participation rate | 98.9% | 71.8%+27.2pp | 76.0%+23.0pp | 67.2%+31.8pp |
| Annual return | 15.26% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,189 | $2,282+83.6% | $2,965+41.3% | $2,670+56.9% |
| Participant deferral / active EE | $8,951 | $3,928+127.9% | $4,851+84.5% | $4,125+117.0% |
| Admin fee / account holder | $506 | $6,724-92.5% | $8,252-93.9% | $5,651-91.1% |