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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,077 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,426 | $56,629+36.7% | $77,999-0.7% | $55,167+40.3% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.5%+15.3pp | 69.0%+21.8pp |
| Annual return | 5445338.16% | 2866.98%+5442471.2pp | 425.96%+5444912.2pp | 169.23%+5445168.9pp |
| Employer contribution / active EE | $1,108 | $1,723-35.7% | $2,470-55.1% | $1,963-43.5% |
| Participant deferral / active EE | $4,211 | $2,777+51.6% | $3,497+20.4% | $3,054+37.9% |
| Admin fee / account holder | $79 | $467-83.1% | $5,480-98.6% | $504-84.3% |