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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,250 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,360 | $26,114+20.1% | $58,482-46.4% | $74,419-57.9% |
| Participation rate | 24.2% | 32.1%-7.9pp | 50.9%-26.7pp | 70.7%-46.5pp |
| Annual return | 19.26% | 32.51%-13.3pp | 4239.32%-4220.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $454 | $536-15.1% | $1,053-56.9% | $2,637-82.8% |
| Participant deferral / active EE | $556 | $1,075-48.2% | $1,924-71.1% | $4,528-87.7% |
| Admin fee / account holder | $316 | $649-51.3% | $2,516-87.4% | $348-9.1% |