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 3-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 | $148,582 |
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 | $93,031 | $95,274-2.4% | $135,903-31.5% | $74,419+25.0% |
| Participation rate | 91.6% | 78.2%+13.4pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 20.95% | 32.77%-11.8pp | 68.23%-47.3pp | 34.38%-13.4pp |
| Employer contribution / active EE | $5,629 | $3,874+45.3% | $4,856+15.9% | $2,637+113.4% |
| Participant deferral / active EE | $12,477 | $7,782+60.3% | $7,758+60.8% | $4,528+175.6% |
| Admin fee / account holder | $98 | $266-63.1% | $10,762-99.1% | $348-71.8% |