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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,340 |
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 | $23,388 | $46,732-50.0% | $156,549-85.1% | $55,167-57.6% |
| Participation rate | 47.7% | 65.8%-18.1pp | 84.0%-36.3pp | 69.0%-21.3pp |
| Annual return | 7.49% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $654 | $2,105-68.9% | $5,501-88.1% | $1,963-66.7% |
| Participant deferral / active EE | $1,133 | $2,204-48.6% | $4,871-76.7% | $3,054-62.9% |
| Admin fee / account holder | $51 | $418-87.7% | $13,027-99.6% | $504-89.8% |