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 6-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,497 | $46,292+26.4% | $143,757-59.3% | $64,808-9.7% |
| Participation rate | 67.9% | 64.2%+3.6pp | 80.3%-12.4pp | 71.5%-3.6pp |
| Annual return | -4.48% | -10.05%+5.6pp | -0.04%-4.4pp | 32.82%-37.3pp |
| Employer contribution / active EE | $6,798 | $1,910+256.0% | $4,951+37.3% | $2,506+171.3% |
| Participant deferral / active EE | $6,727 | $2,646+154.3% | $5,637+19.3% | $4,310+56.1% |
| Admin fee / account holder | $157 | $154+2.2% | $14,673-98.9% | $188-16.3% |