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 | $5,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,100 | $35,986-2.5% | $77,482-54.7% | $73,488-52.2% |
| Participation rate | 15.2% | 40.8%-25.7pp | 54.2%-39.0pp | 70.7%-55.5pp |
| Annual return | 12.86% | 19.26%-6.4pp | 54.79%-41.9pp | 28.51%-15.7pp |
| Employer contribution / active EE | $127 | $557-77.3% | $986-87.2% | $2,270-94.4% |
| Participant deferral / active EE | $482 | $1,198-59.7% | $1,861-74.1% | $3,740-87.1% |
| Admin fee / account holder | $162 | $466-65.3% | $2,858-94.3% | $513-68.5% |