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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,697 | $142,424-56.7% | $100,534-38.6% | $74,304-17.0% |
| Participation rate | 70.5% | 79.6%-9.0pp | 80.6%-10.1pp | 60.3%+10.2pp |
| Annual return | 12.37% | 27.53%-15.2pp | 32.66%-20.3pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,565 | $5,555-71.8% | $4,346-64.0% | $2,241-30.2% |
| Participant deferral / active EE | $2,619 | $8,247-68.2% | $6,144-57.4% | $3,767-30.5% |
| Admin fee / account holder | $372 | $1,986-81.3% | $7,654-95.1% | $2,969-87.5% |