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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,203 | $95,274-4.3% | $135,903-32.9% | $74,419+22.6% |
| Participation rate | 52.1% | 78.2%-26.1pp | 81.9%-29.8pp | 70.7%-18.7pp |
| Annual return | 15.95% | 32.77%-16.8pp | 68.23%-52.3pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,808 | $3,874-53.3% | $4,856-62.8% | $2,637-31.5% |
| Participant deferral / active EE | $3,760 | $7,782-51.7% | $7,758-51.5% | $4,528-17.0% |
| Admin fee / account holder | $94 | $266-64.7% | $10,762-99.1% | $348-73.0% |