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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,737 |
Participant contribution per participant 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 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 | $12,513 | $43,999-71.6% | $79,464-84.3% | $55,725-77.5% |
| Participation rate | 94.1% | 66.9%+27.2pp | 73.3%+20.8pp | 70.9%+23.3pp |
| Annual return | -1.13% | 1.81%-2.9pp | 718.14%-719.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,263 | $1,830-31.0% | $2,800-54.9% | $2,078-39.2% |
| Participant deferral / active EE | $72 | $2,538-97.2% | $3,704-98.1% | $3,356-97.9% |
| Admin fee / account holder | $71 | $118-39.4% | $5,113-98.6% | $115-38.1% |