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 COMPANY9+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $93,991 |
Service code 27 · EIN 20-4554635 | Advisory (Plan) | $49,933 |
Service code 49 · EIN 51-0383217 | Other Services | $16,213 |
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 | $41,842 | $100,227-58.3% | $169,993-75.4% | $74,419-43.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 37.24% | 66.08%-28.8pp | 53.37%-16.1pp | 34.38%+2.9pp |
| Employer contribution / active EE | $3,539 | $4,263-17.0% | $6,785-47.8% | $2,637+34.2% |
| Participant deferral / active EE | $5,388 | $7,143-24.6% | $10,408-48.2% | $4,528+19.0% |
| Admin fee / account holder | $100 | $234-57.2% | $12,815-99.2% | $348-71.2% |