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 | $5,488 |
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 | $25,303 | $32,117-21.2% | $71,086-64.4% | $64,186-60.6% |
| Participation rate | 47.4% | 42.7%+4.7pp | 54.7%-7.2pp | 69.6%-22.1pp |
| Annual return | -9.29% | -5.57%-3.7pp | 650.59%-659.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,169 | $712+64.2% | $1,088+7.5% | $2,381-50.9% |
| Participant deferral / active EE | $1,579 | $1,263+25.0% | $1,874-15.7% | $3,470-54.5% |
| Admin fee / account holder | $98 | $2,759-96.4% | $3,082-96.8% | $4,888-98.0% |