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 | $86,287 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $74,296 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,227-100.0% | $169,993-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.0%-87.0pp | 70.7%-70.7pp |
| Annual return | 12.54% | 66.08%-53.5pp | 53.37%-40.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $390 | $4,263-90.9% | $6,785-94.3% | $2,637-85.2% |
| Participant deferral / active EE | $4,552 | $7,143-36.3% | $10,408-56.3% | $4,528+0.5% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |