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 | $64,429 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,525 | $58,208+67.5% | $81,812+19.2% | $80,856+20.6% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 11.56% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,604 | $2,340+96.7% | $2,912+58.1% | $2,755+67.1% |
| Participant deferral / active EE | $9,622 | $3,281+193.3% | $4,319+122.8% | $4,296+124.0% |
| Admin fee / account holder | $556 | $4,981-88.8% | $7,386-92.5% | $6,918-92.0% |