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 4-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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,341 | $76,050-62.7% | $96,544-70.6% | $71,457-60.3% |
| Participation rate | 94.4% | 74.4%+20.0pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 16.79% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,478 | $2,244-34.1% | $2,965-50.1% | $2,588-42.9% |
| Participant deferral / active EE | $4,422 | $4,215+4.9% | $4,851-8.8% | $4,289+3.1% |
| Admin fee / account holder | $47 | $2,707-98.3% | $8,252-99.4% | $1,587-97.1% |