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 | $2,240 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $665,165 | $58,083+1045.2% | $80,019+731.3% | $56,287+1081.7% |
| Participation rate | 4.9% | 73.6%-68.7pp | 75.8%-71.0pp | 69.9%-65.0pp |
| Annual return | 8.53% | 34.61%-26.1pp | 11.22%-2.7pp | -9.96%+18.5pp |
| Employer contribution / active EE | $3,587 | $1,932+85.7% | $2,468+45.4% | $2,111+69.9% |
| Participant deferral / active EE | $3,058 | $3,135-2.5% | $3,686-17.0% | $3,350-8.7% |
| Admin fee / account holder | $80 | $623-87.1% | $6,521-98.8% | $521-84.6% |