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 10-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,023 |
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $15,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,620 | $64,909+8.8% | $82,313-14.2% | $62,292+13.4% |
| Participation rate | 87.4% | 74.9%+12.5pp | 76.9%+10.5pp | 69.5%+17.9pp |
| Annual return | 17.05% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,463 | $1,676-12.7% | $2,428-39.7% | $2,042-28.3% |
| Participant deferral / active EE | $2,638 | $3,103-15.0% | $3,706-28.8% | $3,169-16.8% |
| Admin fee / account holder | $354 | $440-19.5% | $5,608-93.7% | $479-26.2% |