Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,296 | $78,483+3.6% | $106,201-23.5% | $74,546+9.1% |
| Participation rate | 82.9% | 72.8%+10.1pp | 75.3%+7.6pp | 67.2%+15.7pp |
| Annual return | 13.83% | 15.94%-2.1pp | 116.26%-102.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,489 | $2,522-40.9% | $3,170-53.0% | $2,624-43.3% |
| Participant deferral / active EE | $5,294 | $4,320+22.5% | $5,012+5.6% | $4,347+21.8% |
| Admin fee / account holder | $409 | $2,236-81.7% | $11,039-96.3% | $1,944-78.9% |