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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,868 | $81,908-29.3% | $90,749-36.2% | $64,808-10.7% |
| Participation rate | 69.1% | 80.5%-11.4pp | 75.7%-6.6pp | 71.5%-2.4pp |
| Annual return | -14.03% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,700 | $3,065-44.5% | $2,921-41.8% | $2,506-32.2% |
| Participant deferral / active EE | $3,032 | $4,840-37.4% | $4,564-33.6% | $4,310-29.6% |
| Admin fee / account holder | $198 | $157+25.7% | $8,445-97.7% | $188+5.2% |