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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,551 |
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 | $68,347 | $80,177-14.8% | $123,892-44.8% | $57,658+18.5% |
| Participation rate | 98.4% | 74.4%+24.0pp | 81.4%+17.0pp | 70.2%+28.2pp |
| Annual return | 15.52% | 17.90%-2.4pp | 47.52%-32.0pp | 5.13%+10.4pp |
| Employer contribution / active EE | $3,100 | $2,913+6.4% | $4,617-32.8% | $1,974+57.1% |
| Participant deferral / active EE | $10,430 | $5,130+103.3% | $5,984+74.3% | $3,061+240.8% |
| Admin fee / account holder | $7 | $106-93.6% | $8,357-99.9% | $95-92.9% |