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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,790 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,018 | $47,922+39.8% | $75,886-11.7% | $65,185+2.8% |
| Participation rate | 57.7% | 63.0%-5.3pp | 69.3%-11.6pp | 70.2%-12.5pp |
| Annual return | 26.85% | 24.12%+2.7pp | 30.76%-3.9pp | 29.38%-2.5pp |
| Employer contribution / active EE | $575 | $1,557-63.1% | $2,500-77.0% | $2,177-73.6% |
| Participant deferral / active EE | $2,190 | $2,550-14.1% | $3,603-39.2% | $3,514-37.7% |
| Admin fee / account holder | $398 | $532-25.1% | $5,418-92.7% | $847-53.0% |