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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,075 |
Service code 27 · EIN 20-5322603 | Advisory (Plan) | $18,177 |
Employer contribution per participant 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 | $47,740 | $72,607-34.2% | $90,749-47.4% | $66,914-28.7% |
| Participation rate | 73.1% | 73.7%-0.6pp | 75.7%-2.6pp | 69.8%+3.3pp |
| Annual return | -14.06% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $346 | $2,369-85.4% | $2,921-88.2% | $2,544-86.4% |
| Participant deferral / active EE | $2,174 | $3,977-45.3% | $4,564-52.4% | $4,237-48.7% |
| Admin fee / account holder | $280 | $707-60.4% | $8,445-96.7% | $593-52.7% |