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 | $9,498 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,802 | $26,549-48.0% | $61,373-77.5% | $66,914-79.4% |
| Participation rate | 23.2% | 38.1%-14.8pp | 52.6%-29.3pp | 69.8%-46.6pp |
| Annual return | -10.50% | -16.21%+5.7pp | 338.61%-349.1pp | 1.58%-12.1pp |
| Employer contribution / active EE | $18 | $651-97.2% | $1,159-98.4% | $2,544-99.3% |
| Participant deferral / active EE | $518 | $1,338-61.3% | $2,125-75.6% | $4,237-87.8% |
| Admin fee / account holder | $223 | $409-45.5% | $2,130-89.5% | $593-62.5% |