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 | $155,449 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,587 |
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 | $146,435 | $62,688+133.6% | $178,014-17.7% | $77,671+88.5% |
| Participation rate | 93.7% | 66.9%+26.8pp | 77.1%+16.6pp | 70.6%+23.1pp |
| Annual return | 16.83% | 16.16%+0.7pp | 294.80%-278.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $17,096 | $4,224+304.8% | $6,276+172.4% | $4,648+267.8% |
| Admin fee / account holder | $527 | $386+36.5% | $10,362-94.9% | $430+22.4% |