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 | $42,336 |
TAIT WELLER & BAKER3 years Filed as: TAIT WELLER & BAKER, LLP Service code 10 · EIN 22-1144520 | Accounting | $12,000 |
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 | $150,875 | $138,347+9.1% | $184,203-18.1% | $80,856+86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.17% | 20.02%-6.9pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,937 | $4,850+22.4% | $6,427-7.6% | $2,755+115.5% |
| Participant deferral / active EE | $8,319 | $7,071+17.6% | $9,131-8.9% | $4,296+93.6% |
| Admin fee / account holder | $468 | $10,483-95.5% | $13,901-96.6% | $6,918-93.2% |