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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,709 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,295 | $73,867-87.4% | $143,757-93.5% | $68,494-86.4% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -7.94% | 1.01%-9.0pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,044 | $3,184-67.2% | $4,951-78.9% | $2,596-59.8% |
| Participant deferral / active EE | $2,644 | $3,384-21.9% | $5,637-53.1% | $4,027-34.3% |
| Admin fee / account holder | $48 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |