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 | Contract Administrator | $137,695 |
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 | $170,921 | $59,159+188.9% | $159,960+6.9% | $66,914+155.4% |
| Participation rate | 99.2% | 68.1%+31.0pp | 78.0%+21.2pp | 69.8%+29.4pp |
| Annual return | -15.81% | -12.26%-3.6pp | 408.60%-424.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,313 | $1,983+117.5% | $4,226+2.1% | $2,544+69.5% |
| Participant deferral / active EE | $11,367 | $4,395+158.7% | $6,182+83.9% | $4,237+168.3% |
| Admin fee / account holder | $875 | $591+48.1% | $8,698-89.9% | $593+47.5% |