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 | $23,774 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,813 | $44,221-48.4% | $121,196-81.2% | $56,287-59.5% |
| Participation rate | 98.2% | 61.1%+37.2pp | 71.7%+26.5pp | 69.9%+28.4pp |
| Annual return | -3.23% | -3.58%+0.3pp | 16.93%-20.2pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,002 | $1,480-32.3% | $4,022-75.1% | $2,111-52.5% |
| Participant deferral / active EE | $1,795 | $2,521-28.8% | $3,344-46.3% | $3,350-46.4% |
| Admin fee / account holder | $93 | $480-80.6% | $5,019-98.1% | $521-82.1% |