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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,794 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,945 | $91,372-27.8% | $129,995-49.3% | $74,419-11.4% |
| Participation rate | 28.0% | 77.8%-49.8pp | 78.5%-50.5pp | 70.7%-42.8pp |
| Annual return | 15.74% | 23.21%-7.5pp | -137.18%+152.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,733 | $4,721-63.3% | $5,820-70.2% | $4,528-61.7% |
| Admin fee / account holder | $22 | $283-92.4% | $10,614-99.8% | $348-93.8% |