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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,825 |
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).
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 | $35,029 | $51,466-31.9% | $78,778-55.5% | $62,292-43.8% |
| Participation rate | 64.2% | 59.8%+4.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 9.74% | 19.96%-10.2pp | 35.62%-25.9pp | 28.90%-19.2pp |
| Employer contribution / active EE | $772 | $827-6.6% | $1,986-61.1% | $2,042-62.2% |
| Participant deferral / active EE | $1,451 | $2,147-32.4% | $2,958-51.0% | $3,169-54.2% |
| Admin fee / account holder | $56 | $489-88.5% | $5,134-98.9% | $479-88.2% |