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 COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $17,824 | $43,423-59.0% | $78,689-77.3% | $55,167-67.7% |
| Participation rate | 62.2% | 68.0%-5.8pp | 73.6%-11.4pp | 69.0%-6.8pp |
| Annual return | 5.48% | 11.53%-6.0pp | 62.18%-56.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,618 | $1,997-19.0% | $2,851-43.2% | $1,963-17.6% |
| Participant deferral / active EE | $383 | $2,509-84.7% | $3,517-89.1% | $3,054-87.5% |
| Admin fee / account holder | $138 | $416-66.9% | $4,510-96.9% | $504-72.6% |