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 8-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,299 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,683 | $61,272-87.5% | $149,673-94.9% | $71,457-89.2% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.5pp | 67.9%+8.3pp |
| Annual return | 32.48% | 35.85%-3.4pp | 134.42%-101.9pp | 28.85%+3.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,790 | $2,917-38.6% | $5,680-68.5% | $4,289-58.3% |
| Admin fee / account holder | $109 | $1,261-91.4% | $13,210-99.2% | $1,587-93.1% |