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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,126 |
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 | $45,952 | $81,537-43.6% | $149,718-69.3% | $69,631-34.0% |
| Participation rate | 54.7% | 86.1%-31.4pp | 87.1%-32.3pp | 70.7%-15.9pp |
| Annual return | 20.41% | 22.79%-2.4pp | 1501.63%-1481.2pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $2,060 | $3,239-36.4% | $5,445-62.2% | $2,032+1.4% |
| Participant deferral / active EE | $3,699 | $4,994-25.9% | $6,569-43.7% | $3,224+14.7% |
| Admin fee / account holder | $17 | $107-84.3% | $11,283-99.9% | $110-84.8% |