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 | $59,402-39.7% | $93,654-61.8% | $74,546-52.0% |
| Participation rate | 59.3% | 59.7%-0.3pp | 68.7%-9.4pp | 67.2%-7.9pp |
| Annual return | 10.52% | 81.86%-71.3pp | 133.34%-122.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $415 | $1,265-67.2% | $2,421-82.8% | $2,624-84.2% |
| Participant deferral / active EE | $2,555 | $3,049-16.2% | $4,413-42.1% | $4,347-41.2% |
| Admin fee / account holder | $182 | $3,023-94.0% | $8,282-97.8% | $1,944-90.6% |