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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,632 |
Service code 27 · EIN 90-0658332 | Advisory (Plan) | $22,998 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,635 | $66,813+20.7% | $100,516-19.8% | $73,488+9.7% |
| Participation rate | 91.1% | 77.5%+13.6pp | 79.4%+11.7pp | 70.7%+20.4pp |
| Annual return | 13.20% | 25.70%-12.5pp | 30.89%-17.7pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,539 | $2,147-28.3% | $3,418-55.0% | $2,270-32.2% |
| Participant deferral / active EE | $5,204 | $5,883-11.5% | $6,270-17.0% | $3,740+39.2% |
| Admin fee / account holder | $448 | $512-12.6% | $8,081-94.5% | $513-12.8% |