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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,346 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,108 | $52,122-13.5% | $104,294-56.7% | $64,808-30.4% |
| Participation rate | 28.2% | 56.0%-27.8pp | 73.3%-45.1pp | 71.5%-43.3pp |
| Annual return | -13.01% | 13.26%-26.3pp | 24.61%-37.6pp | 32.82%-45.8pp |
| Employer contribution / active EE | $822 | $1,627-49.4% | $3,372-75.6% | $2,506-67.2% |
| Participant deferral / active EE | $1,855 | $2,823-34.3% | $4,625-59.9% | $4,310-57.0% |
| Admin fee / account holder | $317 | $155+104.9% | $7,339-95.7% | $188+68.7% |