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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,270 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,718 | $100,801-71.5% | $149,696-80.8% | $73,409-60.9% |
| Participation rate | 77.7% | 77.7%0pp | 82.5%-4.8pp | 72.2%+5.5pp |
| Annual return | 30.12% | 265.34%-235.2pp | 276.60%-246.5pp | 59.29%-29.2pp |
| Employer contribution / active EE | $1,528 | $3,312-53.9% | $4,644-67.1% | $2,234-31.6% |
| Participant deferral / active EE | $4,073 | $6,404-36.4% | $6,842-40.5% | $3,805+7.0% |
| Admin fee / account holder | $14 | $181-92.1% | $9,309-99.8% | $158-91.0% |