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 9-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 | $34,759 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,369 |
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 | $81,296 | $78,485+3.6% | $106,213-23.5% | $74,495+9.1% |
| Participation rate | 82.9% | 72.8%+10.1pp | 75.3%+7.6pp | 67.2%+15.7pp |
| Annual return | 13.83% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,489 | $2,523-41.0% | $3,171-53.0% | $2,623-43.2% |
| Participant deferral / active EE | $5,294 | $4,322+22.5% | $5,016+5.5% | $4,346+21.8% |
| Admin fee / account holder | $409 | $2,232-81.7% | $11,033-96.3% | $1,942-78.9% |