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 | $74,272 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,802 |
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 | $68,673 | $46,292+48.3% | $143,757-52.2% | $64,808+6.0% |
| Participation rate | 60.8% | 64.2%-3.4pp | 80.3%-19.5pp | 71.5%-10.7pp |
| Annual return | -13.65% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,321 | $2,646+25.5% | $5,637-41.1% | $4,310-22.9% |
| Admin fee / account holder | $217 | $154+41.2% | $14,673-98.5% | $188+15.6% |