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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,626 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $74,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,967 | $58,264+198.6% | $86,612+100.9% | $71,457+143.5% |
| Participation rate | 96.0% | 65.0%+31.1pp | 71.7%+24.3pp | 67.9%+28.1pp |
| Annual return | 14.09% | 21.63%-7.5pp | 591.07%-577.0pp | 28.85%-14.8pp |
| Employer contribution / active EE | $10,088 | $2,574+291.9% | $3,022+233.8% | $2,588+289.9% |
| Participant deferral / active EE | $8,628 | $3,436+151.1% | $4,438+94.4% | $4,289+101.2% |
| Admin fee / account holder | $728 | $1,057-31.1% | $5,614-87.0% | $1,587-54.1% |