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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPNAY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,845 |
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 | $21,844 | $56,484-61.3% | $169,463-87.1% | $64,186-66.0% |
| Participation rate | 40.2% | 64.5%-24.3pp | 77.8%-37.6pp | 69.6%-29.4pp |
| Annual return | 12.43% | -1.55%+14.0pp | 1.83%+10.6pp | 7.63%+4.8pp |
| Employer contribution / active EE | $959 | $1,832-47.7% | $4,159-77.0% | $2,381-59.7% |
| Participant deferral / active EE | $1,895 | $3,448-45.0% | $5,277-64.1% | $3,470-45.4% |
| Admin fee / account holder | $125 | $4,174-97.0% | $9,109-98.6% | $4,888-97.5% |