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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,433 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $14,429 | $43,504-66.8% | $68,793-79.0% | $56,287-74.4% |
| Participation rate | 97.5% | 67.8%+29.6pp | 72.2%+25.3pp | 69.9%+27.6pp |
| Annual return | -8.60% | -3.15%-5.5pp | -4.63%-4.0pp | -9.96%+1.4pp |
| Employer contribution / active EE | $2,075 | $1,525+36.0% | $2,625-21.0% | $2,111-1.7% |
| Participant deferral / active EE | $1,262 | $2,509-49.7% | $3,311-61.9% | $3,350-62.3% |
| Admin fee / account holder | $202 | $515-60.8% | $5,131-96.1% | $521-61.3% |