Filed August 11, 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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,627 |
Service code 28 · EIN 20-3354970 | Investment Management | $10,616 |
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 | $81,646 | $93,182-12.4% | $146,665-44.3% | $79,386+2.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 23.65% | 21.61%+2.0pp | 22.74%+0.9pp | 116.85%-93.2pp |
| Employer contribution / active EE | $4,607 | $2,420+90.4% | $4,136+11.4% | $2,427+89.8% |
| Participant deferral / active EE | $6,632 | $4,169+59.1% | $5,506+20.5% | $4,046+63.9% |
| Admin fee / account holder | $346 | $585-40.9% | $10,280-96.6% | $626-44.8% |