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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,527 |
Service code 49 · EIN 54-0834673 | Other Services | $2,368 |
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 | $75,236 | $51,447+46.2% | $104,607-28.1% | $73,409+2.5% |
| Participation rate | 66.4% | 68.2%-1.8pp | 74.1%-7.7pp | 72.2%-5.8pp |
| Annual return | 14.21% | 25.06%-10.8pp | 340.46%-326.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $537 | $1,441-62.7% | $2,681-80.0% | $2,234-75.9% |
| Participant deferral / active EE | $2,323 | $3,058-24.0% | $3,740-37.9% | $3,805-39.0% |
| Admin fee / account holder | $41 | $122-66.0% | $6,473-99.4% | $158-73.7% |