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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,335 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,162 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $110,388 | $30,555+261.3% | $80,716+36.8% | $86,799+27.2% |
| Participation rate | 17.8% | 37.2%-19.4pp | 54.2%-36.3pp | 72.3%-54.4pp |
| Annual return | 17.83% | 30.35%-12.5pp | 87.28%-69.4pp | 97.91%-80.1pp |
| Employer contribution / active EE | $389 | $472-17.7% | $1,160-66.5% | $2,405-83.8% |
| Participant deferral / active EE | $765 | $1,050-27.1% | $2,146-64.3% | $4,131-81.5% |
| Admin fee / account holder | $167 | $135+23.0% | $3,380-95.1% | $170-1.7% |