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 4-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 | $16,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,703 | $61,272-89.1% | $149,673-95.5% | $71,457-90.6% |
| Participation rate | 61.9% | 62.5%-0.6pp | 78.8%-16.9pp | 67.9%-6.0pp |
| Annual return | 34.53% | 35.85%-1.3pp | 134.42%-99.9pp | 28.85%+5.7pp |
| Employer contribution / active EE | $572 | $2,378-76.0% | $4,818-88.1% | $2,588-77.9% |
| Participant deferral / active EE | $1,605 | $2,917-45.0% | $5,680-71.7% | $4,289-62.6% |
| Admin fee / account holder | $159 | $1,261-87.4% | $13,210-98.8% | $1,587-90.0% |