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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,528 |
Service code 49 · EIN 54-0834673 | Other Services | $2,795 |
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 | $61,578 | $44,734+37.7% | $99,443-38.1% | $67,579-8.9% |
| Participation rate | 69.5% | 66.2%+3.3pp | 73.8%-4.4pp | 71.3%-1.8pp |
| Annual return | 23.80% | 32.45%-8.6pp | 30.72%-6.9pp | 378.56%-354.8pp |
| Employer contribution / active EE | $483 | $1,261-61.7% | $2,540-81.0% | $2,148-77.5% |
| Participant deferral / active EE | $2,075 | $2,731-24.0% | $3,619-42.7% | $3,539-41.4% |
| Admin fee / account holder | $29 | $120-75.8% | $6,250-99.5% | $142-79.6% |