Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $12,021 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $4,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,478 | $73,397-21.7% | $178,014-67.7% | $74,546-22.9% |
| Participation rate | 53.4% | 66.6%-13.2pp | 77.1%-23.7pp | 67.2%-13.8pp |
| Annual return | 9.17% | 17.49%-8.3pp | 294.80%-285.6pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,388 | $4,512-2.8% | $6,276-30.1% | $4,347+0.9% |
| Admin fee / account holder | $100 | $1,809-94.5% | $10,362-99.0% | $1,944-94.9% |