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 | $4,252 |
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 | $46,812 | $47,977-2.4% | $154,107-69.6% | $56,287-16.8% |
| Participation rate | 31.8% | 66.2%-34.4pp | 83.0%-51.2pp | 69.9%-38.0pp |
| Annual return | -0.29% | 3.54%-3.8pp | 735.12%-735.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $467 | $2,169-78.5% | $5,298-91.2% | $2,111-77.9% |
| Participant deferral / active EE | $549 | $2,392-77.1% | $5,081-89.2% | $3,350-83.6% |
| Admin fee / account holder | $83 | $438-81.0% | $13,411-99.4% | $521-84.0% |