Filed November 25, 2025
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 | $86,267 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,942 |
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 | $89,311 | $63,904+39.8% | $89,3400% | $67,986+31.4% |
| Participation rate | 89.1% | 54.3%+34.7pp | 69.6%+19.5pp | 57.2%+31.9pp |
| Annual return | 12.49% | 18.09%-5.6pp | 20.57%-8.1pp | 31.67%-19.2pp |
| Employer contribution / active EE | $2,310 | $1,627+42.0% | $2,231+3.5% | $2,019+14.4% |
| Participant deferral / active EE | $6,300 | $2,691+134.1% | $3,823+64.8% | $3,358+87.6% |
| Admin fee / account holder | $345 | $3,315-89.6% | $6,704-94.9% | $3,203-89.2% |