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 | $106,658 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,692 | $76,050+73.2% | $96,544+36.4% | $71,457+84.3% |
| Participation rate | 90.4% | 74.4%+16.0pp | 76.0%+14.5pp | 67.9%+22.5pp |
| Annual return | 19.25% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,581 | $2,244-29.5% | $2,965-46.7% | $2,588-38.9% |
| Participant deferral / active EE | $4,213 | $4,215-0.1% | $4,851-13.1% | $4,289-1.8% |
| Admin fee / account holder | $423 | $2,707-84.4% | $8,252-94.9% | $1,587-73.3% |