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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,725 |
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 | $42,204 | $56,423-25.2% | $77,163-45.3% | $71,457-40.9% |
| Participation rate | 58.9% | 64.3%-5.4pp | 69.6%-10.6pp | 67.9%-9.0pp |
| Annual return | 31.99% | 19.05%+12.9pp | 37.87%-5.9pp | 28.85%+3.1pp |
| Employer contribution / active EE | $1,652 | $1,866-11.4% | $2,535-34.8% | $2,588-36.1% |
| Participant deferral / active EE | $3,473 | $3,142+10.5% | $3,833-9.4% | $4,289-19.0% |
| Admin fee / account holder | $170 | $1,429-88.1% | $5,472-96.9% | $1,587-89.3% |