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 | $7,916 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,730 | $46,732-34.2% | $156,549-80.4% | $55,167-44.3% |
| Participation rate | 96.7% | 65.8%+30.9pp | 84.0%+12.7pp | 69.0%+27.7pp |
| Annual return | 6.89% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,212 | $2,105-42.4% | $5,501-78.0% | $1,963-38.2% |
| Participant deferral / active EE | $3,552 | $2,204+61.1% | $4,871-27.1% | $3,054+16.3% |
| Admin fee / account holder | $27 | $418-93.5% | $13,027-99.8% | $504-94.6% |