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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,532 |
Service code 49 · EIN 52-2114207 | Other Services | $10,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,238 | $55,214+208.3% | $104,607+62.7% | $73,488+131.7% |
| Participation rate | 94.2% | 67.8%+26.4pp | 74.1%+20.1pp | 70.7%+23.5pp |
| Annual return | 15.47% | 24.79%-9.3pp | 340.46%-325.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $4,050 | $1,468+175.9% | $2,681+51.1% | $2,270+78.4% |
| Participant deferral / active EE | $5,592 | $2,925+91.2% | $3,740+49.5% | $3,740+49.5% |
| Admin fee / account holder | $319 | $424-24.7% | $6,473-95.1% | $513-37.8% |