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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $2,725 |
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 | $79,846 | $77,660+2.8% | $109,143-26.8% | $79,386+0.6% |
| Participation rate | 98.5% | 67.8%+30.7pp | 75.9%+22.6pp | 70.7%+27.8pp |
| Annual return | 22.72% | 23.44%-0.7pp | 25.75%-3.0pp | 116.85%-94.1pp |
| Employer contribution / active EE | $3,786 | $2,797+35.3% | $3,722+1.7% | $2,427+55.9% |
| Participant deferral / active EE | $8,755 | $3,518+148.9% | $4,653+88.2% | $4,046+116.4% |
| Admin fee / account holder | $11 | $732-98.5% | $6,752-99.8% | $626-98.3% |