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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,589 | $46,761-6.8% | $106,619-59.1% | $57,658-24.4% |
| Participation rate | 63.3% | 56.9%+6.4pp | 78.0%-14.7pp | 70.2%-6.9pp |
| Annual return | 6.28% | 15.77%-9.5pp | 9.42%-3.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,401 | $1,274+10.0% | $3,947-64.5% | $1,974-29.0% |
| Participant deferral / active EE | $3,069 | $1,954+57.0% | $3,930-21.9% | $3,061+0.3% |
| Admin fee / account holder | $91 | $97-5.8% | $6,418-98.6% | $95-3.6% |