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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,354 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,829 | $49,451+91.8% | $79,550+19.2% | $66,914+41.7% |
| Participation rate | 68.5% | 61.3%+7.1pp | 69.5%-1.0pp | 69.8%-1.3pp |
| Annual return | -15.82% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $348 | $1,266-72.5% | $2,413-85.6% | $2,544-86.3% |
| Participant deferral / active EE | $4,927 | $3,159+56.0% | $3,985+23.6% | $4,237+16.3% |
| Admin fee / account holder | $24 | $595-95.9% | $6,832-99.6% | $593-95.9% |