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 | $35,176 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,668 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,521 | $65,061-70.0% | $143,757-86.4% | $66,914-70.8% |
| Participation rate | 56.7% | 65.2%-8.4pp | 80.3%-23.6pp | 69.8%-13.1pp |
| Annual return | -16.64% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $836 | $2,361-64.6% | $4,951-83.1% | $2,544-67.2% |
| Participant deferral / active EE | $1,141 | $2,919-60.9% | $5,637-79.8% | $4,237-73.1% |
| Admin fee / account holder | $182 | $502-63.7% | $14,673-98.8% | $593-69.3% |