Filed December 8, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,707 | $60,323+33.8% | $81,812-1.4% | $74,495+8.3% |
| Participation rate | 69.0% | 62.9%+6.2pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 24.31% | 16.90%+7.4pp | 773.79%-749.5pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $2,327 | $2,620-11.2% | $2,912-20.1% | $2,623-11.3% |
| Participant deferral / active EE | $7,973 | $3,387+135.4% | $4,319+84.6% | $4,346+83.5% |
| Admin fee / account holder | $17 | $1,486-98.9% | $7,386-99.8% | $1,942-99.1% |