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 9-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 | $23,389 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,429 | $63,299-67.7% | $91,001-77.6% | $62,292-67.2% |
| Participation rate | 73.1% | 73.3%-0.2pp | 75.6%-2.5pp | 69.5%+3.6pp |
| Annual return | 19.83% | 20.99%-1.2pp | 4.60%+15.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,113 | $1,807-38.4% | $2,456-54.7% | $2,042-45.5% |
| Participant deferral / active EE | $2,257 | $2,943-23.3% | $3,547-36.4% | $3,169-28.8% |
| Admin fee / account holder | $171 | $468-63.5% | $5,417-96.8% | $479-64.4% |