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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,566 |
Service code 27 · EIN 27-1408998 | Advisory (Plan) | $14,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,988 | $84,556-52.7% | $116,228-65.6% | $74,304-46.2% |
| Participation rate | 66.7% | 66.0%+0.6pp | 74.6%-7.9pp | 60.3%+6.3pp |
| Annual return | 7.19% | 18.35%-11.2pp | 90.06%-82.9pp | 29.43%-22.2pp |
| Employer contribution / active EE | $762 | $2,168-64.9% | $2,994-74.6% | $2,241-66.0% |
| Participant deferral / active EE | $1,656 | $3,814-56.6% | $4,953-66.6% | $3,767-56.0% |
| Admin fee / account holder | $239 | $3,792-93.7% | $11,989-98.0% | $2,969-92.0% |