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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,994 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,348 | $31,741-61.1% | $56,441-78.1% | $199,768-93.8% |
| Participation rate | 18.3% | 32.3%-14.0pp | 52.5%-34.2pp | 72.0%-53.7pp |
| Annual return | 13.97% | 14.72%-0.7pp | 1704.21%-1690.2pp | 34.26%-20.3pp |
| Employer contribution / active EE | $337 | $508-33.6% | $1,039-67.6% | $3,037-88.9% |
| Participant deferral / active EE | $640 | $1,184-46.0% | $1,953-67.2% | $5,090-87.4% |
| Admin fee / account holder | $277 | $426-35.1% | $2,829-90.2% | $269+2.9% |