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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,207 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,078 | $99,957-13.9% | $149,696-42.5% | $73,488+17.1% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 18.28% | 53.87%-35.6pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $780 | $3,191-75.6% | $4,644-83.2% | $2,270-65.6% |
| Participant deferral / active EE | $6,798 | $6,073+12.0% | $6,842-0.6% | $3,740+81.8% |
| Admin fee / account holder | $120 | $551-78.2% | $9,309-98.7% | $513-76.6% |