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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $832,316 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $129,509 |
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 | $79,573 | $99,062-19.7% | $129,207-38.4% | $99,062-19.7% |
| Participation rate | 54.5% | 71.6%-17.1pp | 69.6%-15.1pp | 71.6%-17.1pp |
| Annual return | 13.06% | 17.66%-4.6pp | 9417.33%-9404.3pp | 17.66%-4.6pp |
| Employer contribution / active EE | $1,037 | $3,262-68.2% | $4,153-75.0% | $3,262-68.2% |
| Participant deferral / active EE | $4,385 | $5,331-17.7% | $4,168+5.2% | $5,331-17.7% |
| Admin fee / account holder | $130 | $109+19.3% | $7,715-98.3% | $109+19.3% |