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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $67,204 | $71,192-5.6% | $117,854-43.0% | $62,292+7.9% |
| Participation rate | 53.5% | 74.2%-20.8pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 18.04% | 18.66%-0.6pp | 335.08%-317.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $563 | $1,934-70.9% | $3,786-85.1% | $2,042-72.5% |
| Participant deferral / active EE | $1,617 | $3,189-49.3% | $4,482-63.9% | $3,169-49.0% |
| Admin fee / account holder | $183 | $587-68.9% | $8,020-97.7% | $479-61.9% |