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 | $2,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,915 | $39,245-8.5% | $64,105-44.0% | $52,331-31.4% |
| Participation rate | 58.1% | 58.2%-0.2pp | 68.2%-10.1pp | 68.1%-10.0pp |
| Annual return | 0.91% | 14.79%-13.9pp | 791.24%-790.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $465 | $736-36.8% | $1,820-74.4% | $1,882-75.3% |
| Participant deferral / active EE | $1,350 | $1,992-32.2% | $2,822-52.2% | $3,022-55.3% |
| Admin fee / account holder | $23 | $592-96.0% | $4,499-99.5% | $592-96.0% |