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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,027 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,570 | $78,419+7.8% | $133,956-36.9% | $73,409+15.2% |
| Participation rate | 57.0% | 78.6%-21.6pp | 79.8%-22.8pp | 72.2%-15.2pp |
| Annual return | 14.80% | 33.35%-18.5pp | 45.09%-30.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $748 | $2,044-63.4% | $3,919-80.9% | $2,234-66.5% |
| Participant deferral / active EE | $3,149 | $3,925-19.8% | $5,048-37.6% | $3,805-17.2% |
| Admin fee / account holder | $174 | $161+8.1% | $8,927-98.0% | $158+10.5% |