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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,050 |
Service code 27 · EIN 90-0658332 | Advisory (Plan) | $20,432 |
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 | $68,025 | $58,655+16.0% | $91,989-26.1% | $65,185+4.4% |
| Participation rate | 90.4% | 75.3%+15.2pp | 78.6%+11.8pp | 70.2%+20.2pp |
| Annual return | 21.96% | 33.92%-12.0pp | 69.02%-47.1pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,406 | $2,080-32.4% | $3,452-59.3% | $2,177-35.4% |
| Participant deferral / active EE | $4,616 | $5,474-15.7% | $5,923-22.1% | $3,514+31.4% |
| Admin fee / account holder | $423 | $434-2.7% | $7,743-94.5% | $847-50.1% |