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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,315 |
Service code 27 · EIN 26-0328980 | Advisory (Plan) | $72,400 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,031 | $118,337-72.1% | $189,513-82.6% | $93,030-64.5% |
| Participation rate | 94.0% | 89.1%+5.0pp | 87.8%+6.2pp | 73.9%+20.1pp |
| Annual return | 14.86% | 21.77%-6.9pp | 555.15%-540.3pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,366 | $4,204-67.5% | $6,162-77.8% | $2,706-49.5% |
| Participant deferral / active EE | $4,290 | $7,123-39.8% | $8,221-47.8% | $4,562-6.0% |
| Admin fee / account holder | $128 | $100+28.7% | $12,045-98.9% | $152-15.4% |