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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,818 | $87,733+36.6% | $106,548+12.5% | $85,850+39.6% |
| Participation rate | 48.9% | 71.9%-23.1pp | 76.1%-27.3pp | 69.3%-20.5pp |
| Annual return | 13.36% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,406 | $2,073-32.2% | $2,819-50.1% | $2,565-45.2% |
| Participant deferral / active EE | $2,842 | $3,469-18.1% | $4,398-35.4% | $3,952-28.1% |
| Admin fee / account holder | $14 | $6,767-99.8% | $7,407-99.8% | $6,260-99.8% |