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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,443 |
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 | $55,229 | $54,573+1.2% | $90,951-39.3% | $73,488-24.8% |
| Participation rate | 68.0% | 61.2%+6.8pp | 69.0%-1.0pp | 70.7%-2.7pp |
| Annual return | 19.91% | 16.69%+3.2pp | 134.60%-114.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $627 | $991-36.7% | $2,122-70.4% | $2,270-72.4% |
| Participant deferral / active EE | $1,707 | $2,517-32.2% | $3,373-49.4% | $3,740-54.3% |
| Admin fee / account holder | $46 | $521-91.1% | $5,959-99.2% | $513-91.0% |