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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,262 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,718 | $84,784-13.1% | $98,439-25.1% | $74,419-0.9% |
| Participation rate | 64.3% | 81.5%-17.2pp | 75.2%-10.8pp | 70.7%-6.4pp |
| Annual return | 16.13% | 20.59%-4.5pp | 21.16%-5.0pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,757 | $3,364-47.8% | $3,048-42.4% | $2,637-33.4% |
| Participant deferral / active EE | $3,198 | $5,218-38.7% | $4,738-32.5% | $4,528-29.4% |
| Admin fee / account holder | $164 | $204-19.9% | $8,948-98.2% | $348-52.9% |