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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,961 |
Service code 49 · EIN 95-3845382 | Other Services | $6,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,857 | $44,221-55.1% | $121,196-83.6% | $56,287-64.7% |
| Participation rate | 43.3% | 61.1%-17.8pp | 71.7%-28.5pp | 69.9%-26.6pp |
| Annual return | -8.33% | -3.58%-4.8pp | 16.93%-25.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $950 | $1,480-35.8% | $4,022-76.4% | $2,111-55.0% |
| Participant deferral / active EE | $1,947 | $2,521-22.8% | $3,344-41.8% | $3,350-41.9% |
| Admin fee / account holder | $140 | $480-70.9% | $5,019-97.2% | $521-73.2% |