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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200,363 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $76,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,194 | $60,323+216.9% | $81,812+133.7% | $74,495+156.7% |
| Participation rate | 97.1% | 62.9%+34.2pp | 72.3%+24.7pp | 67.2%+29.9pp |
| Annual return | 11.05% | 16.90%-5.9pp | 773.79%-762.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $10,496 | $2,620+300.6% | $2,912+260.4% | $2,623+300.2% |
| Participant deferral / active EE | $9,079 | $3,387+168.0% | $4,319+110.2% | $4,346+108.9% |
| Admin fee / account holder | $919 | $1,486-38.1% | $7,386-87.6% | $1,942-52.7% |