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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $8,306 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,406 | $55,453-93.9% | $170,442-98.0% | $62,292-94.5% |
| Participation rate | 88.0% | 66.4%+21.7pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 21.05% | 21.38%-0.3pp | 205.93%-184.9pp | 28.90%-7.8pp |
| Employer contribution / active EE | $549 | $2,164-74.6% | $5,433-89.9% | $2,042-73.1% |
| Participant deferral / active EE | $1,455 | $2,303-36.8% | $4,939-70.6% | $3,169-54.1% |
| Admin fee / account holder | $36 | $455-92.1% | $13,880-99.7% | $479-92.5% |