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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,014 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,655 |
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 | $115,147 | $53,901+113.6% | $134,143-14.2% | $73,488+56.7% |
| Participation rate | 99.1% | 62.8%+36.3pp | 72.2%+26.9pp | 70.7%+28.4pp |
| Annual return | 16.64% | 15.82%+0.8pp | 36.33%-19.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $6,615 | $1,458+353.6% | $3,704+78.6% | $2,270+191.4% |
| Participant deferral / active EE | $2,457 | $2,739-10.3% | $3,499-29.8% | $3,740-34.3% |
| Admin fee / account holder | $406 | $581-30.1% | $6,684-93.9% | $513-20.9% |