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 | $15,848 |
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 | $32,561 | $54,320-40.1% | $67,652-51.9% | $52,331-37.8% |
| Participation rate | 65.0% | 73.6%-8.6pp | 75.7%-10.6pp | 68.1%-3.1pp |
| Annual return | -0.83% | 6.81%-7.6pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $608 | $1,544-60.6% | $2,266-73.2% | $1,882-67.7% |
| Participant deferral / active EE | $1,957 | $2,950-33.7% | $3,560-45.0% | $3,022-35.2% |
| Admin fee / account holder | $186 | $527-64.6% | $4,821-96.1% | $592-68.5% |