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 | $73,086 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,940 |
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 | $84,449 | $100,923-16.3% | $150,045-43.7% | $74,304+13.7% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.3%+12.0pp | 60.3%+33.9pp |
| Annual return | 18.46% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,310 | $3,463-4.4% | $4,693-29.5% | $2,241+47.7% |
| Participant deferral / active EE | $7,912 | $6,709+17.9% | $7,997-1.1% | $3,767+110.0% |
| Admin fee / account holder | $340 | $2,767-87.7% | $13,435-97.5% | $2,969-88.5% |