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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,844 |
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 | $30,643 | $65,061-52.9% | $143,757-78.7% | $66,914-54.2% |
| Participation rate | 52.0% | 65.2%-13.1pp | 80.3%-28.3pp | 69.8%-17.8pp |
| Annual return | -17.36% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $479 | $2,361-79.7% | $4,951-90.3% | $2,544-81.2% |
| Participant deferral / active EE | $1,010 | $2,919-65.4% | $5,637-82.1% | $4,237-76.2% |
| Admin fee / account holder | $25 | $502-95.0% | $14,673-99.8% | $593-95.7% |