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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,655 |
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 | $25,545 | $54,590-53.2% | $81,930-68.8% | $73,488-65.2% |
| Participation rate | 63.9% | 68.3%-4.4pp | 72.0%-8.1pp | 70.7%-6.8pp |
| Annual return | 17.86% | 17.74%+0.1pp | 29.49%-11.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,944 | $1,636+18.8% | $4,310-54.9% | $2,270-14.4% |
| Participant deferral / active EE | $3,549 | $2,759+28.6% | $7,107-50.1% | $3,740-5.1% |
| Admin fee / account holder | $176 | $592-70.3% | $5,158-96.6% | $513-65.7% |