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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,452 |
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 | $91,138 | $71,142+28.1% | $119,609-23.8% | $64,808+40.6% |
| Participation rate | 67.2% | 78.6%-11.4pp | 79.3%-12.1pp | 71.5%-4.3pp |
| Annual return | -2.61% | -10.01%+7.4pp | -14.97%+12.4pp | 32.82%-35.4pp |
| Employer contribution / active EE | $4,138 | $2,497+65.7% | $4,232-2.2% | $2,506+65.1% |
| Participant deferral / active EE | $6,090 | $4,490+35.6% | $5,602+8.7% | $4,310+41.3% |
| Admin fee / account holder | $99 | $162-39.2% | $10,323-99.0% | $188-47.5% |