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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,116 | $65,061-44.5% | $143,757-74.9% | $66,914-46.0% |
| Participation rate | 14.5% | 65.2%-50.7pp | 80.3%-65.8pp | 69.8%-55.3pp |
| Annual return | -9.91% | -11.14%+1.2pp | -0.04%-9.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,304 | $2,919-55.3% | $5,637-76.9% | $4,237-69.2% |
| Admin fee / account holder | $188 | $502-62.5% | $14,673-98.7% | $593-68.2% |