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 | $106,845 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $102,240 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,746 | $92,055+8.4% | $106,213-6.1% | $77,643+28.5% |
| Participation rate | 59.1% | 81.0%-21.9pp | 75.3%-16.1pp | 70.6%-11.4pp |
| Annual return | 15.88% | 17.91%-2.0pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,792 | $3,367-46.8% | $3,171-43.5% | $2,726-34.3% |
| Participant deferral / active EE | $5,293 | $5,386-1.7% | $5,016+5.5% | $4,647+13.9% |
| Admin fee / account holder | $367 | $219+67.8% | $11,033-96.7% | $430-14.6% |