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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,452 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,352 | $50,982-50.3% | $154,803-83.6% | $85,563-70.4% |
| Participation rate | 83.7% | 59.8%+23.9pp | 78.1%+5.7pp | 66.0%+17.8pp |
| Annual return | 11.19% | 30.35%-19.2pp | 58.88%-47.7pp | 31.51%-20.3pp |
| Employer contribution / active EE | $930 | $1,708-45.5% | $4,305-78.4% | $2,654-64.9% |
| Participant deferral / active EE | $1,302 | $2,474-47.4% | $5,540-76.5% | $4,375-70.2% |
| Admin fee / account holder | $119 | $846-86.0% | $14,329-99.2% | $834-85.8% |