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 | $892 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,461 | $46,360-25.7% | $147,614-76.7% | $52,331-34.1% |
| Participation rate | 39.6% | 64.9%-25.3pp | 84.6%-45.0pp | 68.1%-28.5pp |
| Annual return | -1.00% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $446 | $2,126-79.0% | $5,564-92.0% | $1,882-76.3% |
| Participant deferral / active EE | $795 | $2,258-64.8% | $4,895-83.8% | $3,022-73.7% |
| Admin fee / account holder | $13 | $766-98.4% | $11,611-99.9% | $592-97.9% |