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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,883 |
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 | $33,071 | $41,854-21.0% | $73,843-55.2% | $52,331-36.8% |
| Participation rate | 70.7% | 66.2%+4.4pp | 73.4%-2.8pp | 68.1%+2.6pp |
| Annual return | -1.39% | 2.11%-3.5pp | 2267.84%-2269.2pp | 4.54%-5.9pp |
| Employer contribution / active EE | $405 | $1,920-78.9% | $2,787-85.5% | $1,882-78.5% |
| Participant deferral / active EE | $3,180 | $2,498+27.3% | $3,583-11.2% | $3,022+5.2% |
| Admin fee / account holder | $149 | $493-69.7% | $4,880-96.9% | $592-74.8% |