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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,271 |
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 | $57,803 | $37,044+56.0% | $71,796-19.5% | $57,658+0.3% |
| Participation rate | 60.8% | 61.1%-0.3pp | 69.1%-8.3pp | 70.2%-9.4pp |
| Annual return | 9.55% | 12.64%-3.1pp | 78.04%-68.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $206 | $720-71.3% | $1,924-89.3% | $1,974-89.5% |
| Participant deferral / active EE | $3,509 | $1,974+77.7% | $2,794+25.6% | $3,061+14.6% |
| Admin fee / account holder | $26 | $101-74.6% | $4,815-99.5% | $95-72.9% |