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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $477 |
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 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 | $14,814 | $45,152-67.2% | $73,843-79.9% | $59,632-75.2% |
| Participation rate | 62.9% | 64.0%-1.1pp | 73.4%-10.6pp | 68.7%-5.8pp |
| Annual return | -0.39% | 27.40%-27.8pp | 2267.84%-2268.2pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,427 | $1,902+132.8% | $2,787+58.8% | $2,203+101.0% |
| Participant deferral / active EE | $941 | $2,574-63.4% | $3,583-73.7% | $3,192-70.5% |
| Admin fee / account holder | $5 | $3,516-99.8% | $4,880-99.9% | $4,297-99.9% |