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 COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $19,403 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 · EIN 22-2446239 | Contract Administrator | $1,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,847 | $50,815-43.2% | $155,509-81.5% | $77,643-62.8% |
| Participation rate | 27.9% | 63.1%-35.2pp | 78.2%-50.3pp | 70.6%-42.7pp |
| Annual return | 10.78% | 34.80%-24.0pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $464 | $1,993-76.7% | $4,672-90.1% | $2,726-83.0% |
| Participant deferral / active EE | $747 | $2,822-73.5% | $5,626-86.7% | $4,647-83.9% |
| Admin fee / account holder | $305 | $437-30.2% | $15,912-98.1% | $430-29.2% |