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 | $11,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,296 | $26,549+119.6% | $61,373-5.0% | $66,914-12.9% |
| Participation rate | 16.3% | 38.1%-21.8pp | 52.6%-36.3pp | 69.8%-53.5pp |
| Annual return | -18.46% | -16.21%-2.2pp | 338.61%-357.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $557 | $1,338-58.4% | $2,125-73.8% | $4,237-86.8% |
| Admin fee / account holder | $294 | $409-28.0% | $2,130-86.2% | $593-50.4% |