See peer percentile detail. $4.99 for your first month.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,440 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,105 | $46,292+10.4% | $143,757-64.5% | $64,808-21.1% |
| Participation rate | 57.4% | 64.2%-6.8pp | 80.3%-22.9pp | 71.5%-14.0pp |
| Annual return | -16.22% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $865 | $1,910-54.7% | $4,951-82.5% | $2,506-65.5% |
| Participant deferral / active EE | $3,397 | $2,646+28.4% | $5,637-39.7% | $4,310-21.2% |
| Admin fee / account holder | $145 | $154-5.8% | $14,673-99.0% | $188-22.9% |