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 | $6,728 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,821 | $44,425-91.4% | $67,834-94.4% | $55,167-93.1% |
| Participation rate | 90.2% | 59.7%+30.5pp | 68.8%+21.4pp | 69.0%+21.2pp |
| Annual return | -7.06% | 17.80%-24.9pp | 138.47%-145.5pp | 169.23%-176.3pp |
| Employer contribution / active EE | $973 | $1,351-28.0% | $2,403-59.5% | $1,963-50.4% |
| Participant deferral / active EE | $2,216 | $2,166+2.3% | $3,160-29.9% | $3,054-27.5% |
| Admin fee / account holder | $56 | $530-89.5% | $4,622-98.8% | $504-88.9% |