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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,965 | $62,267-8.5% | $110,238-48.3% | $55,725+2.2% |
| Participation rate | 54.0% | 78.1%-24.2pp | 79.8%-25.8pp | 70.9%-16.9pp |
| Annual return | -4.98% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $667 | $1,941-65.6% | $3,826-82.6% | $2,078-67.9% |
| Participant deferral / active EE | $2,725 | $3,516-22.5% | $4,672-41.7% | $3,356-18.8% |
| Admin fee / account holder | $123 | $121+1.6% | $8,547-98.6% | $115+6.6% |