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 | $12,217 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $51,417 | $55,449-7.3% | $83,848-38.7% | $56,287-8.7% |
| Participation rate | 66.5% | 68.0%-1.6pp | 76.1%-9.7pp | 69.9%-3.4pp |
| Annual return | -1.90% | -1.38%-0.5pp | 850.88%-852.8pp | -9.96%+8.1pp |
| Employer contribution / active EE | $987 | $2,430-59.4% | $3,631-72.8% | $2,111-53.3% |
| Participant deferral / active EE | $3,321 | $2,935+13.1% | $4,082-18.6% | $3,350-0.9% |
| Admin fee / account holder | $104 | $656-84.2% | $5,478-98.1% | $521-80.1% |