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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,927 |
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 | $119,533 | $78,672+51.9% | $109,143+9.5% | $85,850+39.2% |
| Participation rate | 97.3% | 68.3%+29.0pp | 75.9%+21.4pp | 69.3%+27.9pp |
| Annual return | 15.97% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,182 | $3,467+78.3% | $4,653+32.9% | $3,952+56.4% |
| Admin fee / account holder | $779 | $5,469-85.8% | $6,752-88.5% | $6,260-87.6% |