See peer percentile detail. $4.99 for your first month.
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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 | $814 |
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 | $48,147 | $74,089-35.0% | $133,980-64.1% | $55,167-12.7% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.1%+1.4pp | 69.0%+19.5pp |
| Annual return | 6.93% | 12.11%-5.2pp | 29.30%-22.4pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,289 | $3,064-57.9% | $5,211-75.3% | $1,963-34.3% |
| Participant deferral / active EE | $3,701 | $4,678-20.9% | $6,282-41.1% | $3,054+21.2% |
| Admin fee / account holder | $7 | $458-98.4% | $9,324-99.9% | $504-98.6% |