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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,173 |
Service code 49 · EIN 52-2114207 | Other Services | $13,447 |
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 | $141,874 | $50,175+182.8% | $99,443+42.7% | $65,185+117.6% |
| Participation rate | 96.6% | 68.4%+28.1pp | 73.8%+22.7pp | 70.2%+26.4pp |
| Annual return | 21.66% | 25.36%-3.7pp | 30.72%-9.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,042 | $1,496+170.2% | $2,540+59.1% | $2,177+85.7% |
| Participant deferral / active EE | $5,352 | $2,748+94.8% | $3,619+47.9% | $3,514+52.3% |
| Admin fee / account holder | $72 | $398-81.8% | $6,250-98.8% | $847-91.5% |