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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,980 | $46,297-65.5% | $71,671-77.7% | $62,292-74.3% |
| Participation rate | 94.5% | 60.6%+33.9pp | 68.7%+25.8pp | 69.5%+25.0pp |
| Annual return | 7.52% | 22.32%-14.8pp | 20.65%-13.1pp | 28.90%-21.4pp |
| Employer contribution / active EE | $264 | $1,412-81.3% | $2,460-89.3% | $2,042-87.1% |
| Participant deferral / active EE | $2,179 | $2,235-2.5% | $3,438-36.6% | $3,169-31.2% |
| Admin fee / account holder | $19 | $461-95.9% | $5,558-99.7% | $479-96.0% |