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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,910 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,838 | $95,388-63.5% | $125,339-72.2% | $77,904-55.3% |
| Participation rate | 55.2% | 78.6%-23.4pp | 82.4%-27.2pp | 73.7%-18.5pp |
| Annual return | 44.86% | 116.19%-71.3pp | 572.05%-527.2pp | 12.21%+32.7pp |
| Employer contribution / active EE | $2,263 | $3,666-38.3% | $4,814-53.0% | $2,848-20.5% |
| Participant deferral / active EE | $4,689 | $7,711-39.2% | $7,446-37.0% | $4,806-2.4% |
| Admin fee / account holder | $50 | $119-57.8% | $10,010-99.5% | $133-62.2% |