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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,747 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,550 | $58,778-94.0% | $129,207-97.3% | $77,643-95.4% |
| Participation rate | 79.8% | 59.2%+20.5pp | 69.6%+10.2pp | 70.6%+9.2pp |
| Annual return | 9.30% | 24.73%-15.4pp | 9417.33%-9408.0pp | 31.24%-21.9pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,580 | $3,212-50.8% | $4,168-62.1% | $4,647-66.0% |
| Admin fee / account holder | $36 | $589-93.8% | $7,715-99.5% | $430-91.5% |