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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,363 |
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 | $28,106 | $63,259-55.6% | $178,490-84.3% | $93,223-69.9% |
| Participation rate | 59.9% | 72.1%-12.3pp | 81.9%-22.0pp | 74.9%-15.0pp |
| Annual return | 15.47% | 19.93%-4.5pp | 151.07%-135.6pp | 19.29%-3.8pp |
| Employer contribution / active EE | $889 | $1,865-52.3% | $5,011-82.3% | $2,680-66.8% |
| Participant deferral / active EE | $1,501 | $3,372-55.5% | $5,202-71.2% | $4,563-67.1% |
| Admin fee / account holder | $38 | $58-34.9% | $13,984-99.7% | $79-52.3% |