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 | $5,727 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $3,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,651 | $81,625-30.6% | $167,512-66.2% | $74,304-23.8% |
| Participation rate | 59.8% | 60.0%-0.2pp | 77.1%-17.2pp | 60.3%-0.5pp |
| Annual return | 11.50% | 26.09%-14.6pp | 1615.79%-1604.3pp | 29.43%-17.9pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,237 | $4,115+3.0% | $6,405-33.8% | $3,767+12.5% |
| Admin fee / account holder | $54 | $3,474-98.4% | $9,769-99.4% | $2,969-98.2% |