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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,580 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,730 |
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 | $32,145 | $50,458-36.3% | $159,960-79.9% | $64,808-50.4% |
| Participation rate | 67.4% | 68.0%-0.6pp | 78.0%-10.5pp | 71.5%-4.1pp |
| Annual return | -17.58% | -13.42%-4.2pp | 408.60%-426.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $826 | $1,722-52.1% | $4,226-80.5% | $2,506-67.0% |
| Participant deferral / active EE | $2,458 | $4,004-38.6% | $6,182-60.2% | $4,310-43.0% |
| Admin fee / account holder | $276 | $706-61.0% | $8,698-96.8% | $188+46.7% |