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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,625 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $26,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,157 | $79,013-18.8% | $100,391-36.1% | $74,495-13.9% |
| Participation rate | 78.0% | 79.5%-1.4pp | 81.5%-3.5pp | 67.2%+10.8pp |
| Annual return | 15.48% | 20.41%-4.9pp | 49.20%-33.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,016 | $3,021-33.3% | $3,942-48.9% | $2,623-23.2% |
| Participant deferral / active EE | $11,880 | $7,760+53.1% | $8,082+47.0% | $4,346+173.4% |
| Admin fee / account holder | $470 | $1,320-64.4% | $7,899-94.0% | $1,942-75.8% |