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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,045 |
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 | $9,738 | $55,415-82.4% | $155,509-93.7% | $74,495-86.9% |
| Participation rate | 70.8% | 61.9%+8.9pp | 78.2%-7.4pp | 67.2%+3.6pp |
| Annual return | 11.28% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,796 | $2,836-36.7% | $5,626-68.1% | $4,346-58.7% |
| Admin fee / account holder | $158 | $1,738-90.9% | $15,912-99.0% | $1,942-91.9% |