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 10-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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,784 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,414 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,332 | $61,156-11.2% | $185,823-70.8% | $79,386-31.6% |
| Participation rate | 69.2% | 66.6%+2.6pp | 81.7%-12.5pp | 70.7%-1.5pp |
| Annual return | 14.22% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $729 | $2,321-68.6% | $5,167-85.9% | $2,427-70.0% |
| Participant deferral / active EE | $3,710 | $2,789+33.0% | $5,568-33.4% | $4,046-8.3% |
| Admin fee / account holder | $29 | $710-95.9% | $16,237-99.8% | $626-95.3% |