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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 | $74,472 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,562 | $88,982-10.6% | $102,438-22.3% | $77,671+2.4% |
| Participation rate | 56.3% | 80.9%-24.6pp | 76.5%-20.2pp | 70.6%-14.2pp |
| Annual return | 12.03% | 25.01%-13.0pp | 29.37%-17.3pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,169 | $2,698-56.7% | $3,024-61.3% | $2,726-57.1% |
| Participant deferral / active EE | $2,888 | $5,144-43.9% | $5,054-42.9% | $4,648-37.9% |
| Admin fee / account holder | $316 | $236+34.0% | $9,448-96.7% | $430-26.7% |