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 3-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 | $37,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,905 | $79,171+22.4% | $102,423-5.4% | $74,495+30.1% |
| Participation rate | 67.7% | 74.8%-7.1pp | 76.5%-8.8pp | 67.2%+0.5pp |
| Annual return | 14.41% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,230 | $2,362+36.7% | $3,023+6.8% | $2,623+23.1% |
| Participant deferral / active EE | $7,714 | $4,415+74.7% | $5,053+52.7% | $4,346+77.5% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |