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 7-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 | $10,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,266 | $66,310-36.3% | $93,606-54.8% | $65,185-35.2% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 31.88% | 42.58%-10.7pp | 32.76%-0.9pp | 29.38%+2.5pp |
| Employer contribution / active EE | $939 | $2,012-53.4% | $2,718-65.5% | $2,177-56.9% |
| Participant deferral / active EE | $2,972 | $3,342-11.1% | $4,069-27.0% | $3,514-15.4% |
| Admin fee / account holder | $69 | $6,897-99.0% | $7,888-99.1% | $847-91.9% |