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 5-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 | $18,478 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,830 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,046 | $86,655-30.7% | $119,609-49.8% | $66,914-10.3% |
| Participation rate | 78.3% | 75.6%+2.7pp | 79.3%-1.0pp | 69.8%+8.5pp |
| Annual return | -17.15% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $919 | $2,536-63.7% | $4,232-78.3% | $2,544-63.9% |
| Participant deferral / active EE | $4,466 | $4,358+2.5% | $5,602-20.3% | $4,237+5.4% |
| Admin fee / account holder | $286 | $755-62.1% | $10,323-97.2% | $593-51.8% |