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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,930 |
Service code 49 · EIN 54-0834673 | Other Services | $1,172 |
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 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 | $44,552 | $57,103-22.0% | $87,507-49.1% | $57,658-22.7% |
| Participation rate | 68.8% | 64.3%+4.4pp | 73.8%-5.1pp | 70.2%-1.5pp |
| Annual return | 9.67% | 12.71%-3.0pp | 12.21%-2.5pp | 5.13%+4.5pp |
| Employer contribution / active EE | $343 | $1,107-69.0% | $2,550-86.5% | $1,974-82.6% |
| Participant deferral / active EE | $1,407 | $2,250-37.4% | $3,149-55.3% | $3,061-54.0% |
| Admin fee / account holder | $23 | $281-91.7% | $4,221-99.5% | $95-75.5% |