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 | $169,910 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,550 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $51,595 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,161 | $88,083+154.5% | $164,813+36.0% | $74,495+200.9% |
| Participation rate | 86.8% | 73.0%+13.7pp | 78.6%+8.2pp | 67.2%+19.6pp |
| Annual return | 10.66% | 17.26%-6.6pp | 69.93%-59.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $15,806 | $2,593+509.6% | $4,341+264.1% | $2,623+502.6% |
| Participant deferral / active EE | $4,047 | $4,498-10.0% | $6,031-32.9% | $4,346-6.9% |
| Admin fee / account holder | $590 | $2,234-73.6% | $12,690-95.4% | $1,942-69.6% |