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 | $4,172 |
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 | $27,412 | $43,423-36.9% | $78,689-65.2% | $55,167-50.3% |
| Participation rate | 64.5% | 68.0%-3.5pp | 73.6%-9.0pp | 69.0%-4.5pp |
| Annual return | 6.91% | 11.53%-4.6pp | 62.18%-55.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,341 | $1,997-32.8% | $2,851-53.0% | $1,963-31.7% |
| Participant deferral / active EE | $2,509 | $2,5090% | $3,517-28.7% | $3,054-17.8% |
| Admin fee / account holder | $37 | $416-91.2% | $4,510-99.2% | $504-92.7% |