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 | $21,493 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,283 | $56,503-5.7% | $70,092-24.0% | $64,808-17.8% |
| Participation rate | 56.3% | 70.5%-14.2pp | 70.5%-14.2pp | 71.5%-15.2pp |
| Annual return | -9.69% | -13.44%+3.7pp | 190.73%-200.4pp | 32.82%-42.5pp |
| Employer contribution / active EE | $1,035 | $2,046-49.4% | $2,559-59.5% | $2,506-58.7% |
| Participant deferral / active EE | $2,169 | $3,389-36.0% | $3,849-43.7% | $4,310-49.7% |
| Admin fee / account holder | $161 | $160+0.6% | $6,267-97.4% | $188-14.1% |