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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,866 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,657 | $55,453-75.4% | $170,442-92.0% | $62,292-78.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.96% | 21.38%-11.4pp | 205.93%-196.0pp | 28.90%-18.9pp |
| Employer contribution / active EE | $364 | $2,164-83.2% | $5,433-93.3% | $2,042-82.2% |
| Participant deferral / active EE | $1,032 | $2,303-55.2% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $33 | $455-92.8% | $13,880-99.8% | $479-93.1% |