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 7-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 | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,562 | $88,890-10.5% | $102,423-22.3% | $77,643+2.5% |
| Participation rate | 56.3% | 80.9%-24.6pp | 76.5%-20.1pp | 70.6%-14.2pp |
| Annual return | 12.03% | 24.98%-13.0pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,169 | $2,698-56.7% | $3,023-61.3% | $2,726-57.1% |
| Participant deferral / active EE | $2,888 | $5,145-43.9% | $5,053-42.8% | $4,647-37.9% |
| Admin fee / account holder | $316 | $235+34.0% | $9,451-96.7% | $430-26.7% |