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 | $75,773 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,570 |
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 | $80,332 | $106,028-24.2% | $146,958-45.3% | $77,643+3.5% |
| Participation rate | 55.6% | 78.4%-22.7pp | 82.2%-26.5pp | 70.6%-14.9pp |
| Annual return | 12.68% | 56.73%-44.1pp | 418.34%-405.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,267 | $4,063-68.8% | $4,933-74.3% | $2,726-53.5% |
| Participant deferral / active EE | $3,959 | $7,990-50.5% | $8,070-50.9% | $4,647-14.8% |
| Admin fee / account holder | $349 | $337+3.5% | $12,998-97.3% | $430-18.9% |