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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,338 |
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 | $5,401 | $61,272-91.2% | $149,673-96.4% | $71,457-92.4% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.2pp | 67.9%+21.0pp |
| Annual return | 33.45% | 35.85%-2.4pp | 134.42%-101.0pp | 28.85%+4.6pp |
| Employer contribution / active EE | $623 | $2,378-73.8% | $4,818-87.1% | $2,588-75.9% |
| Participant deferral / active EE | $2,114 | $2,917-27.5% | $5,680-62.8% | $4,289-50.7% |
| Admin fee / account holder | $53 | $1,261-95.8% | $13,210-99.6% | $1,587-96.7% |