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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,826 |
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 | $33,602 | $59,584-43.6% | $86,874-61.3% | $79,386-57.7% |
| Participation rate | 62.4% | 67.7%-5.2pp | 71.6%-9.2pp | 70.7%-8.3pp |
| Annual return | 20.05% | 23.15%-3.1pp | 63.52%-43.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,714 | $1,768-3.0% | $2,495-31.3% | $2,427-29.4% |
| Participant deferral / active EE | $3,522 | $3,036+16.0% | $3,699-4.8% | $4,046-12.9% |
| Admin fee / account holder | $190 | $604-68.5% | $5,828-96.7% | $626-69.6% |