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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,612 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,275 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,313 | $54,193-1.6% | $93,654-43.1% | $77,671-31.4% |
| Participation rate | 33.6% | 63.9%-30.4pp | 68.7%-35.2pp | 70.6%-37.0pp |
| Annual return | 13.05% | 30.54%-17.5pp | 133.34%-120.3pp | 31.21%-18.2pp |
| Employer contribution / active EE | $322 | $1,168-72.4% | $2,421-86.7% | $2,726-88.2% |
| Participant deferral / active EE | $2,009 | $3,144-36.1% | $4,413-54.5% | $4,648-56.8% |
| Admin fee / account holder | $594 | $576+3.2% | $8,282-92.8% | $430+38.1% |