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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $617,567 | $110,299+459.9% | $102,423+503.0% | $199,593+209.4% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 7.27% | 35.73%-28.5pp | 29.32%-22.0pp | 34.25%-27.0pp |
| Employer contribution / active EE | $14,838 | $3,603+311.8% | $3,023+390.8% | $3,034+389.0% |
| Participant deferral / active EE | $5,535 | $6,376-13.2% | $5,053+9.5% | $5,087+8.8% |
| Admin fee / account holder | $90 | $122-26.3% | $9,451-99.0% | $269-66.5% |