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 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,821 |
Service code 49 · EIN 93-0987232 | Other Services | $14,811 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,044 | $56,503-53.9% | $70,092-62.8% | $64,808-59.8% |
| Participation rate | 32.5% | 70.5%-38.0pp | 70.5%-38.0pp | 71.5%-39.0pp |
| Annual return | -20.48% | -13.44%-7.0pp | 190.73%-211.2pp | 32.82%-53.3pp |
| Employer contribution / active EE | $881 | $2,046-56.9% | $2,559-65.6% | $2,506-64.8% |
| Participant deferral / active EE | $1,508 | $3,389-55.5% | $3,849-60.8% | $4,310-65.0% |
| Admin fee / account holder | $259 | $160+61.7% | $6,267-95.9% | $188+38.1% |