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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,224 |
Service code 49 · EIN 54-0834673 | Other Services | $2,395 |
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 | $49,999 | $37,591+33.0% | $90,645-44.8% | $55,725-10.3% |
| Participation rate | 68.1% | 66.4%+1.8pp | 74.0%-5.9pp | 70.9%-2.7pp |
| Annual return | -6.83% | -3.20%-3.6pp | 1.88%-8.7pp | 244.93%-251.8pp |
| Employer contribution / active EE | $421 | $1,302-67.7% | $2,532-83.4% | $2,078-79.8% |
| Participant deferral / active EE | $1,796 | $2,643-32.0% | $3,425-47.6% | $3,356-46.5% |
| Admin fee / account holder | $28 | $100-71.6% | $4,994-99.4% | $115-75.4% |