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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,975 | $76,552-34.7% | $123,892-59.7% | $62,891-20.5% |
| Participation rate | 63.3% | 73.0%-9.6pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 8.89% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,408 | $2,883-51.1% | $4,617-69.5% | $2,281-38.3% |
| Participant deferral / active EE | $10,466 | $4,840+116.2% | $5,984+74.9% | $3,203+226.8% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |