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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,021 |
Service code 49 · EIN 74-2794194 | Other Services | $1,395 |
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 | $30,676 | $55,415-44.6% | $155,509-80.3% | $74,495-58.8% |
| Participation rate | 41.0% | 61.9%-20.9pp | 78.2%-37.2pp | 67.2%-26.2pp |
| Annual return | 12.85% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $316 | $2,267-86.0% | $4,672-93.2% | $2,623-87.9% |
| Participant deferral / active EE | $1,183 | $2,836-58.3% | $5,626-79.0% | $4,346-72.8% |
| Admin fee / account holder | $109 | $1,738-93.8% | $15,912-99.3% | $1,942-94.4% |