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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,112 |
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 | $42,502 | $35,986+18.1% | $77,482-45.1% | $73,488-42.2% |
| Participation rate | 53.4% | 40.8%+12.6pp | 54.2%-0.8pp | 70.7%-17.3pp |
| Annual return | 11.49% | 19.26%-7.8pp | 54.79%-43.3pp | 28.51%-17.0pp |
| Employer contribution / active EE | $401 | $557-28.0% | $986-59.3% | $2,270-82.3% |
| Participant deferral / active EE | $1,354 | $1,198+13.0% | $1,861-27.3% | $3,740-63.8% |
| Admin fee / account holder | $259 | $466-44.5% | $2,858-90.9% | $513-49.6% |