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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,316 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,971 |
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 | $187,022 | $86,929+115.1% | $102,423+82.6% | $80,856+131.3% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.6%+31.3pp |
| Annual return | 12.03% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,751 | $2,369+100.5% | $3,023+57.1% | $2,755+72.5% |
| Participant deferral / active EE | $9,942 | $4,118+141.4% | $5,053+96.8% | $4,296+131.4% |
| Admin fee / account holder | $641 | $8,049-92.0% | $9,451-93.2% | $6,918-90.7% |