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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,651 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,196 | $42,548-17.3% | $74,550-52.8% | $56,287-37.5% |
| Participation rate | 52.6% | 60.5%-7.9pp | 69.1%-16.6pp | 69.9%-17.3pp |
| Annual return | -7.59% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $723 | $855-15.5% | $1,961-63.2% | $2,111-65.8% |
| Participant deferral / active EE | $1,216 | $2,277-46.6% | $3,108-60.9% | $3,350-63.7% |
| Admin fee / account holder | $296 | $467-36.7% | $5,060-94.2% | $521-43.2% |