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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,128 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $9,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,286 | $40,385-30.0% | $80,569-64.9% | $74,419-62.0% |
| Participation rate | 55.0% | 47.4%+7.6pp | 67.0%-12.0pp | 70.7%-15.7pp |
| Annual return | 12.56% | 164.85%-152.3pp | 935.43%-922.9pp | 34.38%-21.8pp |
| Employer contribution / active EE | $875 | $1,496-41.5% | $2,723-67.9% | $2,637-66.8% |
| Participant deferral / active EE | $2,033 | $2,674-24.0% | $4,447-54.3% | $4,528-55.1% |
| Admin fee / account holder | $27 | $720-96.2% | $5,377-99.5% | $348-92.2% |