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 | $104,988 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $84,176 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,638 | $84,784+8.1% | $98,439-6.9% | $74,419+23.1% |
| Participation rate | 53.2% | 81.5%-28.3pp | 75.2%-22.0pp | 70.7%-17.5pp |
| Annual return | 14.78% | 20.59%-5.8pp | 21.16%-6.4pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,436 | $3,364-57.3% | $3,048-52.9% | $2,637-45.6% |
| Participant deferral / active EE | $2,753 | $5,218-47.2% | $4,738-41.9% | $4,528-39.2% |
| Admin fee / account holder | $372 | $204+81.8% | $8,948-95.8% | $348+6.8% |