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 | $10,728 |
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 | $43,233 | $37,044+16.7% | $71,796-39.8% | $57,658-25.0% |
| Participation rate | 27.7% | 61.1%-33.4pp | 69.1%-41.4pp | 70.2%-42.6pp |
| Annual return | 6.51% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,107 | $1,974-43.9% | $2,794-60.4% | $3,061-63.8% |
| Admin fee / account holder | $138 | $101+36.3% | $4,815-97.1% | $95+45.5% |