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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,962 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
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 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 | $29,566 | $37,196-20.5% | $154,107-80.8% | $55,725-46.9% |
| Participation rate | 68.7% | 64.1%+4.6pp | 83.0%-14.4pp | 70.9%-2.2pp |
| Annual return | -5.27% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $751 | $1,614-53.5% | $5,298-85.8% | $2,078-63.9% |
| Participant deferral / active EE | $2,692 | $2,068+30.2% | $5,081-47.0% | $3,356-19.8% |
| Admin fee / account holder | $137 | $102+35.3% | $13,411-99.0% | $115+19.3% |