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 | $12,574 |
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 | $83,447 | $82,202+1.5% | $125,339-33.4% | $64,808+28.8% |
| Participation rate | 49.2% | 77.9%-28.7pp | 82.4%-33.2pp | 71.5%-22.3pp |
| Annual return | -15.25% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,807 | $3,615-50.0% | $4,814-62.5% | $2,506-27.9% |
| Participant deferral / active EE | $3,759 | $7,175-47.6% | $7,446-49.5% | $4,310-12.8% |
| Admin fee / account holder | $34 | $163-79.1% | $10,010-99.7% | $188-81.9% |