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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $35,611 | $52,953-32.7% | $172,739-79.4% | $65,185-45.4% |
| Participation rate | 67.7% | 66.2%+1.5pp | 82.6%-14.9pp | 70.2%-2.5pp |
| Annual return | 20.97% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $276 | $2,190-87.4% | $5,143-94.6% | $2,177-87.3% |
| Participant deferral / active EE | $872 | $2,471-64.7% | $5,198-83.2% | $3,514-75.2% |
| Admin fee / account holder | $18 | $472-96.3% | $13,954-99.9% | $847-97.9% |