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 8-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,498 | $72,277+40.4% | $101,248+0.2% | $79,858+27.1% |
| Participation rate | 94.8% | 68.5%+26.3pp | 75.8%+19.0pp | 69.6%+25.2pp |
| Annual return | 11.84% | 22.30%-10.5pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,410 | $2,692-10.5% | $3,660-34.1% | $2,471-2.5% |
| Participant deferral / active EE | $5,335 | $3,282+62.6% | $4,370+22.1% | $3,740+42.6% |
| Admin fee / account holder | $616 | $4,400-86.0% | $5,945-89.6% | $5,306-88.4% |