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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,718 | $91,538-70.8% | $129,995-79.4% | $75,163-64.5% |
| Participation rate | 59.6% | 71.4%-11.8pp | 78.5%-18.8pp | 67.2%-7.5pp |
| Annual return | 13.49% | -631.11%+644.6pp | -137.18%+150.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $986 | $2,845-65.3% | $4,320-77.2% | $2,670-63.1% |
| Participant deferral / active EE | $4,508 | $4,341+3.9% | $5,820-22.5% | $4,125+9.3% |
| Admin fee / account holder | $172 | $6,790-97.5% | $10,614-98.4% | $5,651-97.0% |