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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,877 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,785 | $69,823-21.5% | $77,163-29.0% | $74,419-26.4% |
| Participation rate | 51.9% | 70.0%-18.1pp | 69.6%-17.7pp | 70.7%-18.8pp |
| Annual return | 10.82% | 19.98%-9.2pp | 37.87%-27.1pp | 34.38%-23.6pp |
| Employer contribution / active EE | $1,659 | $2,150-22.8% | $2,535-34.5% | $2,637-37.1% |
| Participant deferral / active EE | $3,517 | $3,558-1.1% | $3,833-8.3% | $4,528-22.3% |
| Admin fee / account holder | $171 | $398-57.0% | $5,472-96.9% | $348-50.8% |