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 | $54,800 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $19,995 |
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 | $102,919 | $80,705+27.5% | $115,768-11.1% | $67,986+51.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 13.63% | 18.49%-4.9pp | 100.46%-86.8pp | 31.67%-18.0pp |
| Employer contribution / active EE | $4,435 | $2,046+116.7% | $2,940+50.9% | $2,019+119.7% |
| Participant deferral / active EE | $6,298 | $3,559+77.0% | $4,917+28.1% | $3,358+87.5% |
| Admin fee / account holder | $380 | $4,135-90.8% | $12,439-96.9% | $3,203-88.1% |