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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,532 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,487 | $76,050-42.8% | $96,544-55.0% | $71,457-39.1% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.9pp |
| Annual return | 15.60% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,235 | $2,244-45.0% | $2,965-58.3% | $2,588-52.3% |
| Participant deferral / active EE | $3,263 | $4,215-22.6% | $4,851-32.7% | $4,289-23.9% |
| Admin fee / account holder | $134 | $2,707-95.0% | $8,252-98.4% | $1,587-91.5% |