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 4-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 | $1,506 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,767 | $26,549-85.8% | $61,373-93.9% | $66,914-94.4% |
| Participation rate | 70.1% | 38.1%+32.0pp | 52.6%+17.6pp | 69.8%+0.3pp |
| Annual return | -46.43% | -16.21%-30.2pp | 338.61%-385.0pp | 1.58%-48.0pp |
| Employer contribution / active EE | $954 | $651+46.4% | $1,159-17.7% | $2,544-62.5% |
| Participant deferral / active EE | $1,605 | $1,338+19.9% | $2,125-24.5% | $4,237-62.1% |
| Admin fee / account holder | $13 | $409-96.8% | $2,130-99.4% | $593-97.8% |