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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $306,118 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,232 | $113,995-70.8% | $127,761-74.0% | $77,787-57.3% |
| Participation rate | 99.2% | 85.7%+13.5pp | 79.0%+20.2pp | 73.2%+25.9pp |
| Annual return | 31.20% | 26.09%+5.1pp | 26.14%+5.1pp | 32.57%-1.4pp |
| Employer contribution / active EE | $6,089 | $6,012+1.3% | $4,574+33.1% | $2,504+143.1% |
| Participant deferral / active EE | $7,044 | $7,267-3.1% | $6,021+17.0% | $3,967+77.6% |
| Admin fee / account holder | $106 | $108-1.9% | $9,395-98.9% | $100+5.6% |