See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $194,497 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $83,105 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,371 | $48,698+99.9% | $93,606+4.0% | $199,593-51.2% |
| Participation rate | 67.2% | 63.5%+3.7pp | 68.7%-1.5pp | 72.0%-4.8pp |
| Annual return | 13.81% | 15.34%-1.5pp | 133.20%-119.4pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,568 | $1,135+38.1% | $2,420-35.2% | $3,034-48.3% |
| Participant deferral / active EE | $4,148 | $2,817+47.2% | $4,411-6.0% | $5,087-18.5% |
| Admin fee / account holder | $222 | $195+13.6% | $8,285-97.3% | $269-17.6% |