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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $544,999 |
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 | $135,586 | $93,773+44.6% | $125,339+8.2% | $78,044+73.7% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.4%+15.1pp | 74.4%+23.0pp |
| Annual return | -13.39% | 277.78%-291.2pp | 572.05%-585.4pp | 10.87%-24.3pp |
| Employer contribution / active EE | $3,851 | $3,678+4.7% | $4,814-20.0% | $3,125+23.2% |
| Participant deferral / active EE | $10,199 | $6,971+46.3% | $7,446+37.0% | $5,084+100.6% |
| Admin fee / account holder | $57 | $67-15.4% | $10,010-99.4% | $79-28.2% |