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 | $19,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,483 | $43,423-45.9% | $78,689-70.2% | $55,167-57.4% |
| Participation rate | 66.7% | 68.0%-1.4pp | 73.6%-6.9pp | 69.0%-2.3pp |
| Annual return | 8.23% | 11.53%-3.3pp | 62.18%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,167 | $1,997-41.6% | $2,851-59.1% | $1,963-40.5% |
| Participant deferral / active EE | $1,252 | $2,509-50.1% | $3,517-64.4% | $3,054-59.0% |
| Admin fee / account holder | $149 | $416-64.1% | $4,510-96.7% | $504-70.4% |