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 9-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 | $5,404 |
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 | $34,505 | $53,925-36.0% | $75,670-54.4% | $69,631-50.4% |
| Participation rate | 53.1% | 71.2%-18.1pp | 72.3%-19.2pp | 70.7%-17.5pp |
| Annual return | 18.09% | 17.84%+0.3pp | 27.34%-9.3pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $773 | $1,802-57.1% | $2,352-67.1% | $2,032-62.0% |
| Participant deferral / active EE | $1,314 | $2,569-48.9% | $3,142-58.2% | $3,224-59.2% |
| Admin fee / account holder | $10 | $97-89.7% | $5,800-99.8% | $110-90.9% |