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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,881 |
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 | $48,328 | $50,637-4.6% | $86,590-44.2% | $62,292-22.4% |
| Participation rate | 71.0% | 67.9%+3.1pp | 73.5%-2.6pp | 69.5%+1.5pp |
| Annual return | 16.43% | 20.80%-4.4pp | 964.84%-948.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $403 | $2,075-80.6% | $2,839-85.8% | $2,042-80.2% |
| Participant deferral / active EE | $3,424 | $2,611+31.1% | $3,609-5.1% | $3,169+8.1% |
| Admin fee / account holder | $197 | $413-52.3% | $4,906-96.0% | $479-58.8% |