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 | $76,441 |
Filed as: BROOKLIGHT PLACE SECURITIES, INC. Service code 49 · EIN 36-3317130 | Other Services | $24,694 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,602 | $95,274-68.9% | $135,903-78.2% | $74,419-60.2% |
| Participation rate | 97.1% | 78.2%+18.9pp | 81.9%+15.2pp | 70.7%+26.3pp |
| Annual return | 18.04% | 32.77%-14.7pp | 68.23%-50.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,223 | $3,874-42.6% | $4,856-54.2% | $2,637-15.7% |
| Participant deferral / active EE | $3,312 | $7,782-57.4% | $7,758-57.3% | $4,528-26.8% |
| Admin fee / account holder | $243 | $266-8.5% | $10,762-97.7% | $348-30.0% |