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 | $23,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,274 | $31,388-38.6% | $73,545-73.8% | $62,292-69.1% |
| Participation rate | 57.2% | 39.9%+17.4pp | 54.9%+2.3pp | 69.5%-12.3pp |
| Annual return | 7.96% | 25.34%-17.4pp | -15.16%+23.1pp | 28.90%-20.9pp |
| Employer contribution / active EE | $161 | $498-67.7% | $1,219-86.8% | $2,042-92.1% |
| Participant deferral / active EE | $1,287 | $1,028+25.2% | $1,806-28.7% | $3,169-59.4% |
| Admin fee / account holder | $235 | $299-21.4% | $2,320-89.9% | $479-50.9% |