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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,106 |
Service code 49 · EIN 74-2794194 | Other Services | $19,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,429 | $52,293-36.1% | $178,490-81.3% | $73,409-54.5% |
| Participation rate | 58.4% | 65.3%-6.9pp | 81.9%-23.5pp | 72.2%-13.8pp |
| Annual return | 13.89% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $263 | $1,735-84.8% | $5,011-94.8% | $2,234-88.2% |
| Participant deferral / active EE | $1,500 | $2,332-35.7% | $5,202-71.2% | $3,805-60.6% |
| Admin fee / account holder | $119 | $127-6.5% | $13,984-99.1% | $158-24.6% |