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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,039 |
Service code 49 · EIN 51-6041053 | Other Services | $18,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $39,473 | $84,948-53.5% | $70,449-44.0% | $73,409-46.2% |
| Participation rate | 42.0% | 79.9%-37.9pp | 75.1%-33.0pp | 72.2%-30.2pp |
| Annual return | 18.67% | 13.39%+5.3pp | 109.03%-90.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,066 | $3,387-39.0% | $3,709-44.3% | $3,805-45.7% |
| Admin fee / account holder | $269 | $98+174.6% | $3,845-93.0% | $158+70.7% |