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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,207 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $39,992 |
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 | $18,484 | $64,286-71.2% | $90,951-79.7% | $73,409-74.8% |
| Participation rate | 95.5% | 63.6%+31.9pp | 69.0%+26.5pp | 72.2%+23.3pp |
| Annual return | 15.60% | 21.45%-5.9pp | 134.60%-119.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $351 | $895-60.7% | $2,122-83.4% | $2,234-84.3% |
| Participant deferral / active EE | $2,713 | $2,453+10.6% | $3,373-19.6% | $3,805-28.7% |
| Admin fee / account holder | $166 | $287-42.2% | $5,959-97.2% | $158+5.1% |