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 | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,968 | $46,732-61.6% | $156,549-88.5% | $55,167-67.4% |
| Participation rate | 29.6% | 65.8%-36.2pp | 84.0%-54.4pp | 69.0%-39.4pp |
| Annual return | 9.82% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $321 | $2,105-84.7% | $5,501-94.2% | $1,963-83.6% |
| Participant deferral / active EE | $733 | $2,204-66.7% | $4,871-84.9% | $3,054-76.0% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |