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 |
|---|---|---|
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $74,906 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,991 | $129,095-44.2% | $184,200-60.9% | $77,671-7.3% |
| Participation rate | 70.8% | 87.3%-16.6pp | 86.8%-16.1pp | 70.6%+0.2pp |
| Annual return | 10.37% | 33.29%-22.9pp | 28.80%-18.4pp | 31.21%-20.8pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,424-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,060 | $7,300-71.8% | $9,132-77.4% | $4,648-55.7% |
| Admin fee / account holder | $305 | $256+19.4% | $13,907-97.8% | $430-29.1% |