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 4-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 | $53,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,798 | $81,908-19.7% | $90,749-27.5% | $64,808+1.5% |
| Participation rate | 68.2% | 80.5%-12.2pp | 75.7%-7.5pp | 71.5%-3.2pp |
| Annual return | -11.17% | -12.53%+1.4pp | -12.16%+1.0pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,721 | $3,065-43.9% | $2,921-41.1% | $2,506-31.3% |
| Participant deferral / active EE | $3,429 | $4,840-29.2% | $4,564-24.9% | $4,310-20.5% |
| Admin fee / account holder | $178 | $157+13.1% | $8,445-97.9% | $188-5.4% |