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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,945 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,268 |
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 | $114,762 | $45,602+151.7% | $117,472-2.3% | $66,914+71.5% |
| Participation rate | 98.1% | 57.6%+40.4pp | 70.6%+27.5pp | 69.8%+28.3pp |
| Annual return | -17.50% | -16.74%-0.8pp | 29.74%-47.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,500 | $1,579+438.4% | $4,176+103.6% | $2,544+234.1% |
| Participant deferral / active EE | $4,355 | $2,845+53.1% | $4,070+7.0% | $4,237+2.8% |
| Admin fee / account holder | $487 | $661-26.3% | $5,645-91.4% | $593-17.9% |