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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,657 |
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 | $44,713 | $42,546+5.1% | $71,796-37.7% | $55,167-18.9% |
| Participation rate | 56.1% | 59.1%-3.0pp | 69.1%-13.0pp | 69.0%-12.8pp |
| Annual return | 5.79% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $366 | $803-54.4% | $1,924-81.0% | $1,963-81.3% |
| Participant deferral / active EE | $3,325 | $2,064+61.1% | $2,794+19.0% | $3,054+8.9% |
| Admin fee / account holder | $140 | $650-78.5% | $4,815-97.1% | $504-72.3% |