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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,334 |
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 | $19,171 | $26,805-28.5% | $59,496-67.8% | $52,331-63.4% |
| Participation rate | 44.4% | 39.3%+5.0pp | 54.6%-10.2pp | 68.1%-23.7pp |
| Annual return | -2.37% | 2.61%-5.0pp | 182.05%-184.4pp | 4.54%-6.9pp |
| Employer contribution / active EE | $162 | $450-64.1% | $1,153-86.0% | $1,882-91.4% |
| Participant deferral / active EE | $947 | $916+3.3% | $1,829-48.3% | $3,022-68.7% |
| Admin fee / account holder | $36 | $305-88.0% | $2,232-98.4% | $592-93.8% |