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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,746 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,518 | $52,406+25.0% | $129,207-49.3% | $74,495-12.1% |
| Participation rate | 96.9% | 53.8%+43.1pp | 69.6%+27.2pp | 67.2%+29.7pp |
| Annual return | 12.90% | 15.66%-2.8pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,356 | $1,531+119.3% | $4,153-19.2% | $2,623+28.0% |
| Participant deferral / active EE | $4,648 | $2,794+66.3% | $4,168+11.5% | $4,346+7.0% |
| Admin fee / account holder | $319 | $2,633-87.9% | $7,715-95.9% | $1,942-83.6% |