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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,254 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,476 | $111,491+35.0% | $189,513-20.6% | $86,799+73.4% |
| Participation rate | 61.4% | 87.3%-25.9pp | 87.8%-26.4pp | 72.3%-10.9pp |
| Annual return | 0.00% | 83.50%-83.5pp | 555.15%-555.2pp | 97.91%-97.9pp |
| Employer contribution / active EE | $2,546 | $3,951-35.6% | $6,162-58.7% | $2,405+5.9% |
| Participant deferral / active EE | $3,240 | $6,437-49.7% | $8,221-60.6% | $4,131-21.6% |
| Admin fee / account holder | $86 | $189-54.4% | $12,045-99.3% | $170-49.2% |