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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,879 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,726 | $43,504+58.0% | $68,793-0.1% | $56,287+22.1% |
| Participation rate | 91.8% | 67.8%+23.9pp | 72.2%+19.5pp | 69.9%+21.9pp |
| Annual return | -6.94% | -3.15%-3.8pp | -4.63%-2.3pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,212 | $1,525+45.0% | $2,625-15.8% | $2,111+4.8% |
| Participant deferral / active EE | $4,105 | $2,509+63.6% | $3,311+24.0% | $3,350+22.6% |
| Admin fee / account holder | $378 | $515-26.6% | $5,131-92.6% | $521-27.4% |