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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
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 | $13,496 | $37,117-63.6% | $147,614-90.9% | $55,191-75.5% |
| Participation rate | 34.6% | 63.6%-29.0pp | 84.6%-50.0pp | 69.2%-34.6pp |
| Annual return | -0.68% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $247 | $1,620-84.8% | $5,564-95.6% | $1,899-87.0% |
| Participant deferral / active EE | $952 | $1,985-52.0% | $4,895-80.6% | $3,046-68.7% |
| Admin fee / account holder | $17 | $86-79.8% | $11,611-99.9% | $91-80.9% |