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 | $170,386 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $56,861 |
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 | $14,864 | $44,626-66.7% | $86,188-82.8% | $80,160-81.5% |
| Participation rate | 94.8% | 63.5%+31.3pp | 69.0%+25.9pp | 72.9%+21.9pp |
| Annual return | 17.77% | 19.61%-1.8pp | 1168.45%-1150.7pp | 40.38%-22.6pp |
| Employer contribution / active EE | $324 | $1,099-70.5% | $2,380-86.4% | $2,978-89.1% |
| Participant deferral / active EE | $2,978 | $2,769+7.6% | $3,985-25.3% | $5,017-40.6% |
| Admin fee / account holder | $138 | $133+3.3% | $6,852-98.0% | $145-5.0% |