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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,588 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,904 | $37,196+10.0% | $154,107-73.5% | $55,725-26.6% |
| Participation rate | 93.9% | 64.1%+29.8pp | 83.0%+10.9pp | 70.9%+23.0pp |
| Annual return | -6.00% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,175 | $2,068+53.5% | $5,081-37.5% | $3,356-5.4% |
| Admin fee / account holder | $21 | $102-79.6% | $13,411-99.8% | $115-82.0% |