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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,600 | $91,762-60.1% | $67,502-45.8% | $77,643-52.9% |
| Participation rate | 42.3% | 75.9%-33.6pp | 72.9%-30.6pp | 70.6%-28.3pp |
| Annual return | 17.88% | 14.87%+3.0pp | 3512.12%-3494.2pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,217 | $3,181-61.7% | $2,731-55.4% | $2,726-55.4% |
| Participant deferral / active EE | $2,299 | $3,903-41.1% | $4,000-42.5% | $4,647-50.5% |
| Admin fee / account holder | $228 | $176+29.4% | $3,998-94.3% | $430-47.1% |