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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,552 |
Service code 27 · EIN 90-0658332 | Advisory (Plan) | $28,303 |
Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 13 · EIN 36-3036100 | Contract Administrator | $5,505 |
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 | $81,411 | $73,638+10.6% | $108,410-24.9% | $79,386+2.6% |
| Participation rate | 90.1% | 77.4%+12.7pp | 80.1%+10.0pp | 70.7%+19.4pp |
| Annual return | 13.12% | 33.27%-20.2pp | 905.27%-892.2pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,648 | $2,397-31.2% | $3,558-53.7% | $2,427-32.1% |
| Participant deferral / active EE | $5,512 | $6,218-11.3% | $6,563-16.0% | $4,046+36.3% |
| Admin fee / account holder | $526 | $638-17.6% | $7,295-92.8% | $626-16.1% |