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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,243 |
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 | $32,973 | $69,305-52.4% | $82,313-59.9% | $69,631-52.6% |
| Participation rate | 63.7% | 80.3%-16.5pp | 76.9%-13.2pp | 70.7%-6.9pp |
| Annual return | 37.44% | 21.47%+16.0pp | 25.88%+11.6pp | 27571.02%-27533.6pp |
| Employer contribution / active EE | $2,253 | $1,887+19.4% | $2,428-7.2% | $2,032+10.8% |
| Participant deferral / active EE | $3,891 | $3,568+9.0% | $3,706+5.0% | $3,224+20.7% |
| Admin fee / account holder | $40 | $97-58.4% | $5,608-99.3% | $110-63.4% |