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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,121 |
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 | $43,642 | $72,254-39.6% | $86,677-49.6% | $64,808-32.7% |
| Participation rate | 99.7% | 80.4%+19.2pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 2.49% | 392.42%-389.9pp | 35.91%-33.4pp | 32.82%-30.3pp |
| Employer contribution / active EE | $7,609 | $2,393+218.0% | $2,836+168.3% | $2,506+203.6% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $345 | $174+98.4% | $7,493-95.4% | $188+83.7% |