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 | $24,738 |
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 | $44,366 | $56,629-21.7% | $77,999-43.1% | $55,167-19.6% |
| Participation rate | 61.6% | 73.3%-11.7pp | 75.5%-13.9pp | 69.0%-7.4pp |
| Annual return | 9.09% | 2866.98%-2857.9pp | 425.96%-416.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $385 | $1,723-77.6% | $2,470-84.4% | $1,963-80.4% |
| Participant deferral / active EE | $1,795 | $2,777-35.3% | $3,497-48.7% | $3,054-41.2% |
| Admin fee / account holder | $189 | $467-59.5% | $5,480-96.6% | $504-62.5% |