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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,850 |
Employer contribution per participant 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 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 | $6,243 | $62,928-90.1% | $172,739-96.4% | $67,579-90.8% |
| Participation rate | 98.1% | 64.5%+33.6pp | 82.6%+15.5pp | 71.3%+26.8pp |
| Annual return | 22.43% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $200 | $1,636-87.8% | $5,143-96.1% | $2,148-90.7% |
| Participant deferral / active EE | $1,129 | $2,145-47.3% | $5,198-78.3% | $3,539-68.1% |
| Admin fee / account holder | $4 | $167-97.8% | $13,954-100.0% | $142-97.4% |