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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,520 | $43,504-34.4% | $68,793-58.5% | $56,287-49.3% |
| Participation rate | 97.9% | 67.8%+30.1pp | 72.2%+25.7pp | 69.9%+28.1pp |
| Annual return | -8.23% | -3.15%-5.1pp | -4.63%-3.6pp | -9.96%+1.7pp |
| Employer contribution / active EE | $593 | $1,525-61.1% | $2,625-77.4% | $2,111-71.9% |
| Participant deferral / active EE | $2,838 | $2,509+13.1% | $3,311-14.3% | $3,350-15.3% |
| Admin fee / account holder | $9 | $515-98.3% | $5,131-99.8% | $521-98.3% |