See peer percentile detail. $4.99 for your first month.
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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $937 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,962 | $43,550-24.3% | $63,517-48.1% | $52,331-37.0% |
| Participation rate | 60.4% | 65.7%-5.3pp | 71.0%-10.6pp | 68.1%-7.7pp |
| Annual return | -5.16% | 2.03%-7.2pp | -70.30%+65.1pp | 4.54%-9.7pp |
| Employer contribution / active EE | $495 | $1,351-63.4% | $2,322-78.7% | $1,882-73.7% |
| Participant deferral / active EE | $2,722 | $2,254+20.8% | $2,953-7.8% | $3,022-9.9% |
| Admin fee / account holder | $11 | $387-97.2% | $5,892-99.8% | $592-98.2% |