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 | $12,413 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,440 | $107,378-90.3% | $108,579-90.4% | $57,658-81.9% |
| Participation rate | 77.5% | 77.1%+0.4pp | 79.6%-2.1pp | 70.2%+7.2pp |
| Annual return | 5.59% | 12.80%-7.2pp | -51.70%+57.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $873 | $1,782-51.0% | $3,758-76.8% | $1,974-55.7% |
| Participant deferral / active EE | $2,487 | $3,221-22.8% | $4,311-42.3% | $3,061-18.7% |
| Admin fee / account holder | $30 | $108-72.2% | $7,645-99.6% | $95-68.0% |