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 | $72,628 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,876 | $50,815+39.5% | $155,509-54.4% | $77,643-8.7% |
| Participation rate | 54.9% | 63.1%-8.2pp | 78.2%-23.3pp | 70.6%-15.7pp |
| Annual return | 14.06% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $830 | $1,993-58.3% | $4,672-82.2% | $2,726-69.5% |
| Participant deferral / active EE | $3,292 | $2,822+16.7% | $5,626-41.5% | $4,647-29.2% |
| Admin fee / account holder | $141 | $437-67.8% | $15,912-99.1% | $430-67.3% |