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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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,240 | $39,286-5.2% | $80,716-53.9% | $79,386-53.1% |
| Participation rate | 18.9% | 41.0%-22.1pp | 54.2%-35.3pp | 70.7%-51.9pp |
| Annual return | 14.86% | 98.95%-84.1pp | 87.28%-72.4pp | 116.85%-102.0pp |
| Employer contribution / active EE | $144 | $594-75.8% | $1,160-87.6% | $2,427-94.1% |
| Participant deferral / active EE | $704 | $1,264-44.3% | $2,146-67.2% | $4,046-82.6% |
| Admin fee / account holder | $230 | $647-64.5% | $3,380-93.2% | $626-63.4% |