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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,125 |
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,040 | $71,666-58.1% | $117,854-74.5% | $69,631-56.9% |
| Participation rate | 93.6% | 77.5%+16.0pp | 79.7%+13.9pp | 70.7%+22.9pp |
| Annual return | 15.60% | 18.86%-3.3pp | 335.08%-319.5pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,548 | $3,340-23.7% | $4,482-43.1% | $3,224-20.9% |
| Admin fee / account holder | $17 | $120-86.0% | $8,020-99.8% | $110-84.7% |