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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,984 | $80,753-51.7% | $136,294-71.4% | $62,292-37.4% |
| Participation rate | 57.1% | 73.5%-16.4pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 20.60% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $927 | $2,884-67.9% | $4,695-80.3% | $2,042-54.6% |
| Participant deferral / active EE | $5,034 | $5,164-2.5% | $6,247-19.4% | $3,169+58.8% |
| Admin fee / account holder | $187 | $525-64.4% | $9,243-98.0% | $479-61.0% |