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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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,325 | $108,549-3.9% | $156,263-33.2% | $85,563+21.9% |
| Participation rate | 54.5% | 77.1%-22.6pp | 78.9%-24.4pp | 66.0%-11.5pp |
| Annual return | 16.16% | 21.79%-5.6pp | 59.47%-43.3pp | 31.51%-15.4pp |
| Employer contribution / active EE | $809 | $2,690-69.9% | $4,333-81.3% | $2,654-69.5% |
| Participant deferral / active EE | $3,724 | $4,800-22.4% | $6,158-39.5% | $4,375-14.9% |
| Admin fee / account holder | $161 | $650-75.2% | $14,255-98.9% | $834-80.7% |