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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,907 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,786 |
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 | $133,907 | $80,731+65.9% | $103,374+29.5% | $74,546+79.6% |
| Participation rate | 93.6% | 65.7%+27.9pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 12.34% | 27.56%-15.2pp | 24.89%-12.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $1,156 | $3,158-63.4% | $3,869-70.1% | $2,624-55.9% |
| Participant deferral / active EE | $8,789 | $3,860+127.7% | $5,058+73.8% | $4,347+102.2% |
| Admin fee / account holder | $492 | $2,369-79.2% | $8,394-94.1% | $1,944-74.7% |