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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,336 |
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 | $93,361 | $89,436+4.4% | $164,813-43.4% | $77,643+20.2% |
| Participation rate | 59.5% | 78.6%-19.2pp | 78.6%-19.1pp | 70.6%-11.1pp |
| Annual return | 15.12% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,631 | $2,569+41.3% | $4,341-16.4% | $2,726+33.2% |
| Participant deferral / active EE | $4,985 | $4,897+1.8% | $6,031-17.4% | $4,647+7.3% |
| Admin fee / account holder | $102 | $339-70.0% | $12,690-99.2% | $430-76.3% |