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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,381 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $14,771 |
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 | $40,529 | $54,558-25.7% | $76,002-46.7% | $74,546-45.6% |
| Participation rate | 68.1% | 60.3%+7.8pp | 69.1%-1.0pp | 67.2%+0.9pp |
| Annual return | 11.39% | 31.83%-20.4pp | 360.07%-348.7pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $4,165 | $1,778+134.3% | $2,688+54.9% | $2,624+58.7% |
| Participant deferral / active EE | $1,135 | $3,065-63.0% | $4,257-73.3% | $4,347-73.9% |
| Admin fee / account holder | $255 | $2,232-88.6% | $6,414-96.0% | $1,944-86.9% |