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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,998 | $56,629-15.2% | $77,999-38.5% | $55,167-13.0% |
| Participation rate | 59.0% | 73.3%-14.3pp | 75.5%-16.5pp | 69.0%-10.0pp |
| Annual return | 4.53% | 2866.98%-2862.5pp | 425.96%-421.4pp | 169.23%-164.7pp |
| Employer contribution / active EE | $459 | $1,723-73.4% | $2,470-81.4% | $1,963-76.6% |
| Participant deferral / active EE | $2,349 | $2,777-15.4% | $3,497-32.8% | $3,054-23.1% |
| Admin fee / account holder | $44 | $467-90.6% | $5,480-99.2% | $504-91.3% |