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 | $6,234 |
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 | $60,176 | $33,745+78.3% | $64,105-6.1% | $55,191+9.0% |
| Participation rate | 60.3% | 59.4%+1.0pp | 68.2%-7.9pp | 69.2%-8.8pp |
| Annual return | -0.23% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $218 | $641-65.9% | $1,820-88.0% | $1,899-88.5% |
| Participant deferral / active EE | $3,680 | $1,929+90.8% | $2,822+30.4% | $3,046+20.8% |
| Admin fee / account holder | $31 | $94-67.1% | $4,499-99.3% | $91-65.8% |