Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,614 |
Unlock 1 actuary disclosure for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 18.6%-18.6pp |
| Annual return | 8.45% | 9.16%-0.7pp | 44.37%-35.9pp | 9.77%-1.3pp |
| Employer contribution / active EE | $5,208 | $9,091-42.7% | $36,004-85.5% | $13,890-62.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $159-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |