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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,916 |
Service code 49 · EIN 74-2794194 | Other Services | $12,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,805 | $59,417-39.7% | $93,606-61.7% | $74,495-51.9% |
| Participation rate | 59.3% | 59.7%-0.3pp | 68.7%-9.4pp | 67.2%-7.9pp |
| Annual return | 10.52% | 81.83%-71.3pp | 133.20%-122.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $415 | $1,264-67.1% | $2,420-82.8% | $2,623-84.2% |
| Participant deferral / active EE | $2,555 | $3,050-16.2% | $4,411-42.1% | $4,346-41.2% |
| Admin fee / account holder | $182 | $3,021-94.0% | $8,285-97.8% | $1,942-90.6% |