See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,574 | $66,528-75.1% | $86,874-80.9% | $86,799-80.9% |
| Participation rate | 42.1% | 72.4%-30.2pp | 71.6%-29.5pp | 72.3%-30.2pp |
| Annual return | 22.96% | 19.56%+3.4pp | 63.52%-40.6pp | 97.91%-74.9pp |
| Employer contribution / active EE | $848 | $2,007-57.7% | $2,495-66.0% | $2,405-64.7% |
| Participant deferral / active EE | $1,782 | $3,240-45.0% | $3,699-51.8% | $4,131-56.9% |
| Admin fee / account holder | $121 | $148-18.4% | $5,828-97.9% | $170-28.7% |