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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,106 |
Service code 49 · EIN 74-2794194 | Other Services | $25,099 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,400 | $56,485-26.7% | $185,823-77.7% | $86,799-52.3% |
| Participation rate | 55.3% | 65.5%-10.1pp | 81.7%-26.4pp | 72.3%-16.9pp |
| Annual return | 13.47% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.4pp |
| Employer contribution / active EE | $322 | $1,843-82.5% | $5,167-93.8% | $2,405-86.6% |
| Participant deferral / active EE | $1,681 | $2,553-34.2% | $5,568-69.8% | $4,131-59.3% |
| Admin fee / account holder | $157 | $150+5.0% | $16,237-99.0% | $170-7.4% |