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 42-0127290 | Contract Administrator | $78,236 |
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 | $62,345 | $47,126+32.3% | $149,673-58.3% | $74,419-16.2% |
| Participation rate | 56.2% | 63.4%-7.2pp | 78.8%-22.6pp | 70.7%-14.6pp |
| Annual return | 18.83% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $877 | $1,905-54.0% | $4,818-81.8% | $2,637-66.7% |
| Participant deferral / active EE | $3,533 | $2,728+29.5% | $5,680-37.8% | $4,528-22.0% |
| Admin fee / account holder | $152 | $343-55.7% | $13,210-98.8% | $348-56.3% |