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 9-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 | $3,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,057 | $46,173-56.6% | $170,442-88.2% | $69,631-71.2% |
| Participation rate | 54.2% | 63.9%-9.7pp | 83.6%-29.4pp | 70.7%-16.5pp |
| Annual return | 17.76% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $995 | $1,610-38.2% | $5,433-81.7% | $2,032-51.0% |
| Participant deferral / active EE | $1,635 | $2,080-21.4% | $4,939-66.9% | $3,224-49.3% |
| Admin fee / account holder | $12 | $116-89.6% | $13,880-99.9% | $110-89.1% |