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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,682 | $39,245-14.2% | $64,105-47.5% | $52,331-35.6% |
| Participation rate | 31.6% | 58.2%-26.6pp | 68.2%-36.5pp | 68.1%-36.5pp |
| Annual return | -2.08% | 14.79%-16.9pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $208 | $736-71.8% | $1,820-88.6% | $1,882-88.9% |
| Participant deferral / active EE | $1,184 | $1,992-40.6% | $2,822-58.0% | $3,022-60.8% |
| Admin fee / account holder | $91 | $592-84.6% | $4,499-98.0% | $592-84.6% |