See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,878 |
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 | $3,217 | $27,839-88.4% | $58,482-94.5% | $71,457-95.5% |
| Participation rate | 72.0% | 34.5%+37.5pp | 50.9%+21.1pp | 67.9%+4.1pp |
| Annual return | 0.00% | 26.81%-26.8pp | 4239.32%-4239.3pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,046 | $631+65.9% | $1,053-0.7% | $2,588-59.6% |
| Participant deferral / active EE | $1,790 | $1,206+48.4% | $1,924-6.9% | $4,289-58.3% |
| Admin fee / account holder | $84 | $1,641-94.9% | $2,516-96.7% | $1,587-94.7% |