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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,101 |
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 | $69,671 | $35,986+93.6% | $77,482-10.1% | $73,488-5.2% |
| Participation rate | 16.2% | 40.8%-24.6pp | 54.2%-38.0pp | 70.7%-54.5pp |
| Annual return | 16.28% | 19.26%-3.0pp | 54.79%-38.5pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $438 | $1,198-63.4% | $1,861-76.5% | $3,740-88.3% |
| Admin fee / account holder | $241 | $466-48.2% | $2,858-91.6% | $513-53.0% |