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 | $8,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,886 | $46,732-74.6% | $156,549-92.4% | $55,167-78.5% |
| Participation rate | 58.0% | 65.8%-7.8pp | 84.0%-26.0pp | 69.0%-11.0pp |
| Annual return | 3.18% | 17.72%-14.5pp | 32.23%-29.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $716 | $2,105-66.0% | $5,501-87.0% | $1,963-63.5% |
| Participant deferral / active EE | $992 | $2,204-55.0% | $4,871-79.6% | $3,054-67.5% |
| Admin fee / account holder | $83 | $418-80.1% | $13,027-99.4% | $504-83.5% |