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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $13,785 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,904 |
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 | $120,233 | $45,825+162.4% | $90,645+32.6% | $56,287+113.6% |
| Participation rate | 94.3% | 66.7%+27.6pp | 74.0%+20.3pp | 69.9%+24.5pp |
| Annual return | -5.47% | 38.64%-44.1pp | 1.88%-7.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,863 | $1,372+181.5% | $2,532+52.6% | $2,111+83.0% |
| Participant deferral / active EE | $4,928 | $2,562+92.3% | $3,425+43.9% | $3,350+47.1% |
| Admin fee / account holder | $31 | $413-92.5% | $4,994-99.4% | $521-94.0% |