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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,691 |
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 | $2,959 | $65,061-95.5% | $143,757-97.9% | $66,914-95.6% |
| Participation rate | 78.0% | 65.2%+12.9pp | 80.3%-2.3pp | 69.8%+8.2pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $526 | $2,361-77.7% | $4,951-89.4% | $2,544-79.3% |
| Participant deferral / active EE | $2,377 | $2,919-18.6% | $5,637-57.8% | $4,237-43.9% |
| Admin fee / account holder | $35 | $502-93.0% | $14,673-99.8% | $593-94.1% |