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 | $8,497 |
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 | $14,960 | $55,453-73.0% | $170,442-91.2% | $62,292-76.0% |
| Participation rate | 53.9% | 66.4%-12.5pp | 83.6%-29.7pp | 69.5%-15.6pp |
| Annual return | 13.07% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $723 | $2,164-66.6% | $5,433-86.7% | $2,042-64.6% |
| Participant deferral / active EE | $952 | $2,303-58.7% | $4,939-80.7% | $3,169-70.0% |
| Admin fee / account holder | $97 | $455-78.8% | $13,880-99.3% | $479-79.9% |