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 | $9,014 |
Filed as: ONE AMERICA SECURITIES INC Service code 49 · EIN 35-1159900 | Other Services | $5,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,337 | $46,072-49.3% | $70,014-66.7% | $55,167-57.7% |
| Participation rate | 47.5% | 67.5%-20.0pp | 71.8%-24.3pp | 69.0%-21.5pp |
| Annual return | 6.10% | 8.68%-2.6pp | 12.99%-6.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,042 | $2,344-55.6% | $2,931-64.5% | $3,054-65.9% |
| Admin fee / account holder | $135 | $428-68.5% | $4,380-96.9% | $504-73.3% |