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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,702 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,808 |
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 | $116,199 | $91,407+27.1% | $135,903-14.5% | $71,457+62.6% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 20.45% | 29.90%-9.4pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $4,013 | $3,703+8.4% | $4,856-17.4% | $2,588+55.1% |
| Participant deferral / active EE | $10,259 | $7,092+44.7% | $7,758+32.2% | $4,289+139.2% |
| Admin fee / account holder | $328 | $1,266-74.1% | $10,762-97.0% | $1,587-79.4% |