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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,220 |
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 | $27,954 | $50,637-44.8% | $86,590-67.7% | $62,292-55.1% |
| Participation rate | 69.4% | 67.9%+1.6pp | 73.5%-4.1pp | 69.5%-0.1pp |
| Annual return | 13.34% | 20.80%-7.5pp | 964.84%-951.5pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,415 | $2,075-31.8% | $2,839-50.2% | $2,042-30.7% |
| Participant deferral / active EE | $2,478 | $2,611-5.1% | $3,609-31.3% | $3,169-21.8% |
| Admin fee / account holder | $26 | $413-93.6% | $4,906-99.5% | $479-94.5% |