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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,231 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,994 |
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 | $87,886 | $91,372-3.8% | $129,995-32.4% | $74,419+18.1% |
| Participation rate | 80.8% | 77.8%+3.0pp | 78.5%+2.3pp | 70.7%+10.1pp |
| Annual return | 18.89% | 23.21%-4.3pp | -137.18%+156.1pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,083 | $2,563-57.7% | $4,320-74.9% | $2,637-58.9% |
| Participant deferral / active EE | $6,074 | $4,721+28.7% | $5,820+4.4% | $4,528+34.1% |
| Admin fee / account holder | $317 | $283+11.7% | $10,614-97.0% | $348-9.0% |