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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,347 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,534 | $56,485+1.9% | $185,823-69.0% | $86,799-33.7% |
| Participation rate | 58.8% | 65.5%-6.7pp | 81.7%-22.9pp | 72.3%-13.5pp |
| Annual return | 14.85% | 118.04%-103.2pp | 122.05%-107.2pp | 97.91%-83.1pp |
| Employer contribution / active EE | $964 | $1,843-47.7% | $5,167-81.4% | $2,405-59.9% |
| Participant deferral / active EE | $3,633 | $2,553+42.3% | $5,568-34.8% | $4,131-12.1% |
| Admin fee / account holder | $149 | $150-0.4% | $16,237-99.1% | $170-12.1% |