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 8-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 | $97,931 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,260 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,794 | $101,317+81.4% | $146,958+25.1% | $74,495+146.7% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | 11.10% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,528 | $3,810-7.4% | $4,933-28.5% | $2,623+34.5% |
| Participant deferral / active EE | $11,014 | $7,303+50.8% | $8,070+36.5% | $4,346+153.4% |
| Admin fee / account holder | $453 | $1,739-73.9% | $12,998-96.5% | $1,942-76.7% |