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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,811 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,873 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $34,502 | $56,357-38.8% | $104,294-66.9% | $68,494-49.6% |
| Participation rate | 44.3% | 63.3%-18.9pp | 73.3%-28.9pp | 67.9%-23.6pp |
| Annual return | -15.84% | -9.19%-6.7pp | 24.61%-40.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,688 | $1,960-13.9% | $3,372-49.9% | $2,596-35.0% |
| Participant deferral / active EE | $3,685 | $3,077+19.8% | $4,625-20.3% | $4,027-8.5% |
| Admin fee / account holder | $283 | $4,903-94.2% | $7,339-96.1% | $5,403-94.8% |