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 | $110,571 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,584 | $87,870+195.4% | $113,168+129.4% | $74,304+249.4% |
| Participation rate | 97.9% | 70.7%+27.2pp | 76.6%+21.4pp | 60.3%+37.6pp |
| Annual return | 13.27% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $5,028 | $2,277+120.8% | $2,975+69.0% | $2,241+124.3% |
| Participant deferral / active EE | $5,978 | $4,241+41.0% | $5,107+17.1% | $3,767+58.7% |
| Admin fee / account holder | $635 | $3,368-81.1% | $12,068-94.7% | $2,969-78.6% |