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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,788 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,767 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,543 | $88,890-4.9% | $102,423-17.5% | $77,643+8.9% |
| Participation rate | 65.7% | 80.9%-15.3pp | 76.5%-10.8pp | 70.6%-4.9pp |
| Annual return | 12.94% | 24.98%-12.0pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,613 | $2,698-3.1% | $3,023-13.6% | $2,726-4.1% |
| Participant deferral / active EE | $2,963 | $5,145-42.4% | $5,053-41.4% | $4,647-36.2% |
| Admin fee / account holder | $184 | $235-22.0% | $9,451-98.1% | $430-57.4% |