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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,687 | $55,453+0.4% | $170,442-67.3% | $62,292-10.6% |
| Participation rate | 46.2% | 66.4%-20.1pp | 83.6%-37.4pp | 69.5%-23.3pp |
| Annual return | 12.30% | 21.38%-9.1pp | 205.93%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $19 | $2,164-99.1% | $5,433-99.7% | $2,042-99.1% |
| Participant deferral / active EE | $1,727 | $2,303-25.0% | $4,939-65.0% | $3,169-45.5% |
| Admin fee / account holder | $14 | $455-96.9% | $13,880-99.9% | $479-97.1% |