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 LIFE INSURANCECOMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,602 | $45,382-50.2% | $154,107-85.3% | $75,289-70.0% |
| Participation rate | 30.8% | 65.9%-35.1pp | 83.0%-52.2pp | 72.4%-41.6pp |
| Annual return | 9.10% | -0.47%+9.6pp | 735.12%-726.0pp | -0.04%+9.1pp |
| Employer contribution / active EE | $269 | $1,533-82.5% | $5,298-94.9% | $2,405-88.8% |
| Participant deferral / active EE | $542 | $2,384-77.2% | $5,081-89.3% | $3,739-85.5% |
| Admin fee / account holder | $53 | $89-41.1% | $13,411-99.6% | $102-48.5% |