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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,343 |
Service code 27 · EIN 20-5322603 | Advisory (Plan) | $14,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,711 | $58,083-36.8% | $80,019-54.1% | $56,287-34.8% |
| Participation rate | 70.8% | 73.6%-2.8pp | 75.8%-5.0pp | 69.9%+0.9pp |
| Annual return | -3.85% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $353 | $1,932-81.7% | $2,468-85.7% | $2,111-83.3% |
| Participant deferral / active EE | $1,489 | $3,135-52.5% | $3,686-59.6% | $3,350-55.5% |
| Admin fee / account holder | $211 | $623-66.1% | $6,521-96.8% | $521-59.5% |