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 COMPANY8+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $68,157 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY P.O BOX 33014 · ST PETERSBURG, FL 337338014 | Advisory (Plan) | $16,378 |
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.)
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 | $22,475 | $65,061-65.5% | $143,757-84.4% | $66,914-66.4% |
| Participation rate | 80.9% | 65.2%+15.7pp | 80.3%+0.6pp | 69.8%+11.1pp |
| Annual return | -17.43% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $386 | $2,361-83.6% | $4,951-92.2% | $2,544-84.8% |
| Participant deferral / active EE | $2,081 | $2,919-28.7% | $5,637-63.1% | $4,237-50.9% |
| Admin fee / account holder | $305 | $502-39.3% | $14,673-97.9% | $593-48.6% |