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 COMPANY7+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $73,866 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY P.O BOX 33014 · ST PETERSBURG, FL 337338014 | Advisory (Plan) | $16,110 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,744 | $61,156-51.4% | $185,823-84.0% | $79,386-62.5% |
| Participation rate | 80.5% | 66.6%+13.9pp | 81.7%-1.2pp | 70.7%+9.8pp |
| Annual return | 11.12% | 19.45%-8.3pp | 122.05%-110.9pp | 116.85%-105.7pp |
| Employer contribution / active EE | $320 | $2,321-86.2% | $5,167-93.8% | $2,427-86.8% |
| Participant deferral / active EE | $1,770 | $2,789-36.5% | $5,568-68.2% | $4,046-56.2% |
| Admin fee / account holder | $367 | $710-48.2% | $16,237-97.7% | $626-41.3% |