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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,210 |
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 | $107,181 | $91,372+17.3% | $129,995-17.6% | $74,419+44.0% |
| Participation rate | 66.1% | 77.8%-11.7pp | 78.5%-12.4pp | 70.7%-4.6pp |
| Annual return | 21.97% | 23.21%-1.2pp | -137.18%+159.1pp | 34.38%-12.4pp |
| Employer contribution / active EE | $4,832 | $2,563+88.5% | $4,320+11.9% | $2,637+83.2% |
| Participant deferral / active EE | $6,377 | $4,721+35.1% | $5,820+9.6% | $4,528+40.8% |
| Admin fee / account holder | $110 | $283-61.1% | $10,614-99.0% | $348-68.3% |