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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,243 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,771 |
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 | $163,971 | $86,944+88.6% | $107,525+52.5% | $74,304+120.7% |
| Participation rate | 95.4% | 59.6%+35.8pp | 75.1%+20.3pp | 60.3%+35.0pp |
| Annual return | 15.96% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,223 | $2,757+16.9% | $3,754-14.1% | $2,241+43.8% |
| Participant deferral / active EE | $9,525 | $3,554+168.0% | $5,116+86.2% | $3,767+152.8% |
| Admin fee / account holder | $504 | $3,727-86.5% | $8,919-94.4% | $2,969-83.0% |