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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,840 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,089 | $88,083-53.4% | $164,813-75.1% | $74,495-44.8% |
| Participation rate | 82.0% | 73.0%+9.0pp | 78.6%+3.4pp | 67.2%+14.8pp |
| Annual return | 10.43% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $975 | $2,593-62.4% | $4,341-77.5% | $2,623-62.8% |
| Participant deferral / active EE | $3,299 | $4,498-26.7% | $6,031-45.3% | $4,346-24.1% |
| Admin fee / account holder | $188 | $2,234-91.6% | $12,690-98.5% | $1,942-90.3% |