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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $430,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,255 | $140,769-53.6% | $145,661-55.2% | $140,769-53.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 77.2%-44.0pp | 74.2%-40.9pp |
| Annual return | 18.31% | 16.82%+1.5pp | 101.46%-83.2pp | 16.82%+1.5pp |
| Employer contribution / active EE | $954 | $3,906-75.6% | $4,238-77.5% | $3,906-75.6% |
| Participant deferral / active EE | $2,228 | $6,717-66.8% | $7,198-69.1% | $6,717-66.8% |
| Admin fee / account holder | $80 | $229-65.0% | $12,466-99.4% | $229-65.0% |