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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,649 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $16,877 | $56,485-70.1% | $185,823-90.9% | $86,799-80.6% |
| Participation rate | 60.2% | 65.5%-5.3pp | 81.7%-21.5pp | 72.3%-12.1pp |
| Annual return | 22.32% | 118.04%-95.7pp | 122.05%-99.7pp | 97.91%-75.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,524 | $2,553-40.3% | $5,568-72.6% | $4,131-63.1% |
| Admin fee / account holder | $15 | $150-89.9% | $16,237-99.9% | $170-91.1% |