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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,484 |
Annual investment return 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 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 | $16,200 | $72,770-77.7% | $67,652-76.1% | $55,191-70.6% |
| Participation rate | 94.4% | 78.8%+15.7pp | 75.7%+18.8pp | 69.2%+25.3pp |
| Annual return | -6.58% | -3.26%-3.3pp | 6625.04%-6631.6pp | 10.78%-17.4pp |
| Employer contribution / active EE | $1,601 | $1,769-9.5% | $2,266-29.3% | $1,899-15.7% |
| Participant deferral / active EE | $2,124 | $3,408-37.7% | $3,560-40.3% | $3,046-30.3% |
| Admin fee / account holder | $36 | $79-53.7% | $4,821-99.2% | $91-59.8% |