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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,273 | $50,666-22.5% | $76,817-48.9% | $65,185-39.8% |
| Participation rate | 37.0% | 68.8%-31.8pp | 72.1%-35.0pp | 70.2%-33.2pp |
| Annual return | 17.73% | 28.51%-10.8pp | 1166.11%-1148.4pp | 29.38%-11.7pp |
| Employer contribution / active EE | $433 | $1,575-72.5% | $2,302-81.2% | $2,177-80.1% |
| Participant deferral / active EE | $959 | $2,647-63.8% | $3,336-71.3% | $3,514-72.7% |
| Admin fee / account holder | $17 | $463-96.3% | $6,420-99.7% | $847-98.0% |