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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,973 | $46,732-72.2% | $156,549-91.7% | $55,167-76.5% |
| Participation rate | 54.7% | 65.8%-11.1pp | 84.0%-29.3pp | 69.0%-14.3pp |
| Annual return | 1.86% | 17.72%-15.9pp | 32.23%-30.4pp | 169.23%-167.4pp |
| Employer contribution / active EE | $333 | $2,105-84.2% | $5,501-93.9% | $1,963-83.0% |
| Participant deferral / active EE | $799 | $2,204-63.8% | $4,871-83.6% | $3,054-73.8% |
| Admin fee / account holder | $19 | $418-95.4% | $13,027-99.9% | $504-96.2% |