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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,582 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,625 | $78,485-76.3% | $106,213-82.5% | $74,495-75.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 23.02% | 15.95%+7.1pp | 116.14%-93.1pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $824 | $2,523-67.3% | $3,171-74.0% | $2,623-68.6% |
| Participant deferral / active EE | $1,961 | $4,322-54.6% | $5,016-60.9% | $4,346-54.9% |
| Admin fee / account holder | $23 | $2,232-99.0% | $11,033-99.8% | $1,942-98.8% |