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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,772 | $29,548-60.2% | $56,411-79.1% | $77,643-84.8% |
| Participation rate | 48.1% | 32.7%+15.4pp | 52.5%-4.4pp | 70.6%-22.5pp |
| Annual return | 14.54% | 19.01%-4.5pp | 1701.33%-1686.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $704 | $568+24.1% | $1,039-32.2% | $2,726-74.2% |
| Participant deferral / active EE | $1,192 | $1,061+12.3% | $1,952-39.0% | $4,647-74.4% |
| Admin fee / account holder | $53 | $1,046-95.0% | $2,829-98.1% | $430-87.8% |