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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,974 |
Service code 49 · EIN 74-2794194 | Other Services | $30,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,149 | $55,331+62.9% | $81,812+10.2% | $199,593-54.8% |
| Participation rate | 55.6% | 62.5%-6.9pp | 72.3%-16.7pp | 72.0%-16.4pp |
| Annual return | 10.00% | 19.59%-9.6pp | 773.79%-763.8pp | 34.25%-24.2pp |
| Employer contribution / active EE | $2,683 | $2,101+27.7% | $2,912-7.9% | $3,034-11.6% |
| Participant deferral / active EE | $2,622 | $3,283-20.1% | $4,319-39.3% | $5,087-48.5% |
| Admin fee / account holder | $161 | $346-53.5% | $7,386-97.8% | $269-40.2% |