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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,605 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $22,685 |
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 | $158,258 | $56,972+177.8% | $182,532-13.3% | $65,185+142.8% |
| Participation rate | 92.7% | 66.5%+26.2pp | 78.0%+14.8pp | 70.2%+22.5pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $7,186 | $1,615+345.1% | $4,076+76.3% | $2,177+230.1% |
| Participant deferral / active EE | $11,695 | $3,526+231.7% | $5,524+111.7% | $3,514+232.8% |
| Admin fee / account holder | $368 | $528-30.3% | $8,592-95.7% | $847-56.6% |