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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,636 |
Filed as: GALLAGHER BENEFIT SERVIC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $43,700 |
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 | $86,505 | $71,142+21.6% | $119,609-27.7% | $64,808+33.5% |
| Participation rate | 83.0% | 78.6%+4.4pp | 79.3%+3.8pp | 71.5%+11.6pp |
| Annual return | -16.88% | -10.01%-6.9pp | -14.97%-1.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,106 | $2,497-55.7% | $4,232-73.9% | $2,506-55.9% |
| Participant deferral / active EE | $6,126 | $4,490+36.4% | $5,602+9.4% | $4,310+42.1% |
| Admin fee / account holder | $440 | $162+171.3% | $10,323-95.7% | $188+134.2% |