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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,600 | $47,126-5.4% | $149,673-70.2% | $74,419-40.1% |
| Participation rate | 24.2% | 63.4%-39.2pp | 78.8%-54.5pp | 70.7%-46.5pp |
| Annual return | 36.36% | 22.75%+13.6pp | 134.42%-98.1pp | 34.38%+2.0pp |
| Employer contribution / active EE | $512 | $1,905-73.1% | $4,818-89.4% | $2,637-80.6% |
| Participant deferral / active EE | $864 | $2,728-68.3% | $5,680-84.8% | $4,528-80.9% |
| Admin fee / account holder | $207 | $343-39.5% | $13,210-98.4% | $348-40.4% |