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 | $84,505 |
Service code 49 · EIN 52-2114207 | Other Services | $35,008 |
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 | $75,132 | $102,553-26.7% | $151,611-50.4% | $66,914+12.3% |
| Participation rate | 99.4% | 85.5%+13.8pp | 87.5%+11.9pp | 69.8%+29.5pp |
| Annual return | -13.58% | -10.82%-2.8pp | 3.33%-16.9pp | 1.58%-15.2pp |
| Employer contribution / active EE | $4,442 | $4,180+6.3% | $6,166-28.0% | $2,544+74.6% |
| Participant deferral / active EE | $6,235 | $6,641-6.1% | $8,363-25.4% | $4,237+47.2% |
| Admin fee / account holder | $415 | $630-34.2% | $11,616-96.4% | $593-30.1% |