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 | $5,229 |
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 | $9,877 | $61,272-83.9% | $149,673-93.4% | $71,457-86.2% |
| Participation rate | 96.5% | 62.5%+34.0pp | 78.8%+17.7pp | 67.9%+28.5pp |
| Annual return | 16.32% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,028 | $2,378-56.8% | $4,818-78.7% | $2,588-60.3% |
| Participant deferral / active EE | $2,584 | $2,917-11.4% | $5,680-54.5% | $4,289-39.8% |
| Admin fee / account holder | $35 | $1,261-97.2% | $13,210-99.7% | $1,587-97.8% |