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 | Contract Administrator | $5,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,933 | $80,177-41.5% | $123,892-62.1% | $57,658-18.6% |
| Participation rate | 56.8% | 74.4%-17.6pp | 81.4%-24.6pp | 70.2%-13.4pp |
| Annual return | 9.06% | 17.90%-8.8pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,792 | $2,913-38.5% | $4,617-61.2% | $1,974-9.2% |
| Participant deferral / active EE | $2,392 | $5,130-53.4% | $5,984-60.0% | $3,061-21.8% |
| Admin fee / account holder | $23 | $106-78.1% | $8,357-99.7% | $95-75.4% |