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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,196 |
Annual investment return 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.
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 | $3,149 | $30,086-89.5% | $61,373-94.9% | $64,808-95.1% |
| Participation rate | 76.7% | 36.4%+40.3pp | 52.6%+24.1pp | 71.5%+5.2pp |
| Annual return | -21.50% | -13.99%-7.5pp | 338.61%-360.1pp | 32.82%-54.3pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,298 | $1,126+15.3% | $2,125-38.9% | $4,310-69.9% |
| Admin fee / account holder | $54 | $148-63.4% | $2,130-97.5% | $188-71.1% |