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 7-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 |
|---|---|---|
Filed as: PRINCUPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $6,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $6,851 | $30,086-77.2% | $61,373-88.8% | $64,808-89.4% |
| Participation rate | 12.5% | 36.4%-23.9pp | 52.6%-40.1pp | 71.5%-59.0pp |
| Annual return | -20.82% | -13.99%-6.8pp | 338.61%-359.4pp | 32.82%-53.6pp |
| Employer contribution / active EE | $123 | $536-77.1% | $1,159-89.4% | $2,506-95.1% |
| Participant deferral / active EE | $371 | $1,126-67.1% | $2,125-82.6% | $4,310-91.4% |
| Admin fee / account holder | $118 | $148-20.5% | $2,130-94.5% | $188-37.3% |