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 | $3,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,440 | $47,977-22.0% | $154,107-75.7% | $56,287-33.5% |
| Participation rate | 51.4% | 66.2%-14.8pp | 83.0%-31.7pp | 69.9%-18.5pp |
| Annual return | -5.27% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,174 | $2,392+32.7% | $5,081-37.5% | $3,350-5.2% |
| Admin fee / account holder | $26 | $438-94.1% | $13,411-99.8% | $521-95.0% |