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 | $4,064 |
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 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 | $13,676 | $31,388-56.4% | $73,545-81.4% | $62,292-78.0% |
| Participation rate | 59.3% | 39.9%+19.5pp | 54.9%+4.4pp | 69.5%-10.2pp |
| Annual return | 15.26% | 25.34%-10.1pp | -15.16%+30.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $138 | $498-72.3% | $1,219-88.7% | $2,042-93.2% |
| Participant deferral / active EE | $461 | $1,028-55.2% | $1,806-74.5% | $3,169-85.5% |
| Admin fee / account holder | $41 | $299-86.1% | $2,320-98.2% | $479-91.3% |