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 | $480,805 |
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 | $161,913 | $108,759+48.9% | $149,696+8.2% | $93,223+73.7% |
| Participation rate | 97.5% | 70.7%+26.8pp | 82.5%+15.0pp | 74.9%+22.6pp |
| Annual return | 16.72% | 19.53%-2.8pp | 276.60%-259.9pp | 19.29%-2.6pp |
| Employer contribution / active EE | $3,803 | $2,777+37.0% | $4,644-18.1% | $2,680+41.9% |
| Participant deferral / active EE | $10,551 | $6,149+71.6% | $6,842+54.2% | $4,563+131.2% |
| Admin fee / account holder | $66 | $81-18.9% | $9,309-99.3% | $79-17.3% |