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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $560 |
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 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 | $45,643 | $56,629-19.4% | $77,999-41.5% | $55,167-17.3% |
| Participation rate | 53.8% | 73.3%-19.5pp | 75.5%-21.7pp | 69.0%-15.2pp |
| Annual return | 4.99% | 2866.98%-2862.0pp | 425.96%-421.0pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,347 | $1,723-21.8% | $2,470-45.5% | $1,963-31.4% |
| Participant deferral / active EE | $1,734 | $2,777-37.6% | $3,497-50.4% | $3,054-43.2% |
| Admin fee / account holder | $6 | $467-98.7% | $5,480-99.9% | $504-98.8% |