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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,810 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,512 | $56,485-38.9% | $185,823-81.4% | $86,799-60.2% |
| Participation rate | 68.3% | 65.5%+2.8pp | 81.7%-13.4pp | 72.3%-4.0pp |
| Annual return | 13.19% | 118.04%-104.8pp | 122.05%-108.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $913 | $1,843-50.5% | $5,167-82.3% | $2,405-62.1% |
| Participant deferral / active EE | $1,942 | $2,553-23.9% | $5,568-65.1% | $4,131-53.0% |
| Admin fee / account holder | $93 | $150-37.6% | $16,237-99.4% | $170-45.0% |