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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,675 |
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 | $46,730 | $59,186-21.0% | $76,768-39.1% | $56,287-17.0% |
| Participation rate | 56.4% | 75.2%-18.8pp | 77.0%-20.5pp | 69.9%-13.4pp |
| Annual return | -5.66% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,244 | $1,759-29.3% | $2,485-49.9% | $2,111-41.1% |
| Participant deferral / active EE | $1,790 | $3,255-45.0% | $3,852-53.5% | $3,350-46.6% |
| Admin fee / account holder | $169 | $489-65.4% | $6,675-97.5% | $521-67.5% |