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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,082 |
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 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 | $40,490 | $46,360-12.7% | $147,614-72.6% | $52,331-22.6% |
| Participation rate | 33.1% | 64.9%-31.8pp | 84.6%-51.5pp | 68.1%-35.0pp |
| Annual return | 1.47% | 1.62%-0.1pp | 61.98%-60.5pp | 4.54%-3.1pp |
| Employer contribution / active EE | $441 | $2,126-79.3% | $5,564-92.1% | $1,882-76.6% |
| Participant deferral / active EE | $540 | $2,258-76.1% | $4,895-89.0% | $3,022-82.1% |
| Admin fee / account holder | $21 | $766-97.2% | $11,611-99.8% | $592-96.4% |