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 | $5,347 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $15,504 | $54,320-71.5% | $67,652-77.1% | $52,331-70.4% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.7%+20.7pp | 68.1%+28.3pp |
| Annual return | -2.06% | 6.81%-8.9pp | 6625.04%-6627.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $780 | $1,544-49.5% | $2,266-65.6% | $1,882-58.5% |
| Participant deferral / active EE | $2,268 | $2,950-23.1% | $3,560-36.3% | $3,022-25.0% |
| Admin fee / account holder | $23 | $527-95.5% | $4,821-99.5% | $592-96.0% |