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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,440 |
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 | $69,066 | $88,890-22.3% | $102,423-32.6% | $77,643-11.0% |
| Participation rate | 88.9% | 80.9%+8.0pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 16.35% | 24.98%-8.6pp | 29.32%-13.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,751 | $2,698+2.0% | $3,023-9.0% | $2,726+0.9% |
| Participant deferral / active EE | $5,281 | $5,145+2.6% | $5,053+4.5% | $4,647+13.6% |
| Admin fee / account holder | $103 | $235-56.4% | $9,451-98.9% | $430-76.2% |