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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,045 |
Service code 49 · EIN 52-2114207 | Other Services | $9,327 |
Annual investment return 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 | $42,554 | $75,388-43.6% | $123,544-65.6% | $55,725-23.6% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.3%+8.4pp | 70.9%+19.9pp |
| Annual return | -7.61% | 4.48%-12.1pp | 119.20%-126.8pp | 244.93%-252.5pp |
| Employer contribution / active EE | $2,635 | $3,063-14.0% | $4,628-43.1% | $2,078+26.8% |
| Participant deferral / active EE | $4,788 | $5,651-15.3% | $6,426-25.5% | $3,356+42.7% |
| Admin fee / account holder | $96 | $120-19.7% | $9,284-99.0% | $115-16.5% |