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 | $3,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,764 | $32,425-88.4% | $74,583-95.0% | $55,167-93.2% |
| Participation rate | 50.3% | 54.0%-3.7pp | 68.1%-17.8pp | 69.0%-18.7pp |
| Annual return | 18.36% | 10.63%+7.7pp | 20.47%-2.1pp | 169.23%-150.9pp |
| Employer contribution / active EE | $436 | $1,043-58.2% | $2,525-82.7% | $1,963-77.8% |
| Participant deferral / active EE | $1,123 | $1,995-43.7% | $3,458-67.5% | $3,054-63.2% |
| Admin fee / account holder | $35 | $748-95.4% | $4,138-99.2% | $504-93.1% |