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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,573 | $121,341-70.7% | $189,513-81.2% | $79,386-55.2% |
| Participation rate | 69.4% | 86.1%-16.7pp | 87.8%-18.4pp | 70.7%-1.3pp |
| Annual return | 24.64% | 21.08%+3.6pp | 555.15%-530.5pp | 116.85%-92.2pp |
| Employer contribution / active EE | $2,201 | $3,915-43.8% | $6,162-64.3% | $2,427-9.3% |
| Participant deferral / active EE | $4,968 | $6,395-22.3% | $8,221-39.6% | $4,046+22.8% |
| Admin fee / account holder | $38 | $651-94.2% | $12,045-99.7% | $626-93.9% |