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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,653 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,833 | $95,274-64.5% | $135,903-75.1% | $74,419-54.5% |
| Participation rate | 58.4% | 78.2%-19.8pp | 81.9%-23.5pp | 70.7%-12.3pp |
| Annual return | 19.87% | 32.77%-12.9pp | 68.23%-48.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,938 | $7,782-23.7% | $7,758-23.5% | $4,528+31.1% |
| Admin fee / account holder | $73 | $266-72.4% | $10,762-99.3% | $348-78.9% |