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 | $59,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,139,634 | $91,372+10997.1% | $129,995+7700.0% | $74,419+13525.1% |
| Participation rate | 0.0% | 77.8%-77.8pp | 78.5%-78.5pp | 70.7%-70.7pp |
| Annual return | 15.67% | 23.21%-7.5pp | -137.18%+152.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,506 | $2,563-41.3% | $4,320-65.1% | $2,637-42.9% |
| Participant deferral / active EE | $3,256 | $4,721-31.0% | $5,820-44.1% | $4,528-28.1% |
| Admin fee / account holder | $59,407 | $283+20864.2% | $10,614+459.7% | $348+16978.5% |