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 | $3,745 |
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 | $88,610 | $183,540-51.7% | $92,893-4.6% | - |
| Participation rate | 65.7% | 69.1%-3.5pp | 76.0%-10.3pp | - |
| Annual return | 21.48% | 7.80%+13.7pp | 109.41%-87.9pp | - |
| Employer contribution / active EE | $779 | $2,217-64.9% | $3,653-78.7% | - |
| Participant deferral / active EE | $3,205 | $3,031+5.7% | $4,236-24.3% | - |
| Admin fee / account holder | $42 | $9,074-99.5% | $5,794-99.3% | - |