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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,980 | $71,666-81.9% | $117,854-89.0% | $69,631-81.4% |
| Participation rate | 75.3% | 77.5%-2.2pp | 79.7%-4.3pp | 70.7%+4.6pp |
| Annual return | 14.26% | 18.86%-4.6pp | 335.08%-320.8pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $626 | $1,889-66.8% | $3,786-83.5% | $2,032-69.2% |
| Participant deferral / active EE | $2,153 | $3,340-35.5% | $4,482-52.0% | $3,224-33.2% |
| Admin fee / account holder | $31 | $120-73.9% | $8,020-99.6% | $110-71.6% |