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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,327 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,442 |
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 | $99,712 | $100,923-1.2% | $150,045-33.5% | $74,304+34.2% |
| Participation rate | 96.5% | 70.1%+26.4pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 19.20% | 51.77%-32.6pp | 62.55%-43.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $5,918 | $3,463+70.9% | $4,693+26.1% | $2,241+164.0% |
| Participant deferral / active EE | $13,959 | $6,709+108.0% | $7,997+74.5% | $3,767+270.5% |
| Admin fee / account holder | $393 | $2,767-85.8% | $13,435-97.1% | $2,969-86.8% |