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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,667 |
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 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 | $10,866 | $31,370-65.4% | $74,583-85.4% | $63,975-83.0% |
| Participation rate | 62.7% | 42.6%+20.1pp | 68.1%-5.5pp | 71.1%-8.5pp |
| Annual return | 8.04% | -105.16%+113.2pp | 20.47%-12.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $278 | $822-66.2% | $2,525-89.0% | $2,182-87.3% |
| Participant deferral / active EE | $1,446 | $1,560-7.3% | $3,458-58.2% | $3,356-56.9% |
| Admin fee / account holder | $75 | $77-2.1% | $4,138-98.2% | $70+6.7% |