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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,445 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $81,813 | $70,908+15.4% | $98,907-17.3% | $73,488+11.3% |
| Participation rate | 95.3% | 73.8%+21.6pp | 76.0%+19.3pp | 70.7%+24.6pp |
| Annual return | 16.10% | 34.17%-18.1pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $930 | $2,036-54.3% | $2,689-65.4% | $2,270-59.0% |
| Participant deferral / active EE | $3,816 | $3,500+9.0% | $4,244-10.1% | $3,740+2.0% |
| Admin fee / account holder | $26 | $535-95.1% | $6,642-99.6% | $513-94.9% |