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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,186 | $108,549-46.4% | $156,263-62.8% | $85,563-32.0% |
| Participation rate | 68.0% | 77.1%-9.0pp | 78.9%-10.9pp | 66.0%+2.1pp |
| Annual return | 9.50% | 21.79%-12.3pp | 59.47%-50.0pp | 31.51%-22.0pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,580 | $4,800-46.3% | $6,158-58.1% | $4,375-41.0% |
| Admin fee / account holder | $22 | $650-96.6% | $14,255-99.8% | $834-97.4% |