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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,740 |
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 | $114,987 | $71,192+61.5% | $117,854-2.4% | $62,292+84.6% |
| Participation rate | 98.2% | 74.2%+24.0pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 18.82% | 18.66%+0.2pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $4,399 | $1,934+127.5% | $3,786+16.2% | $2,042+115.4% |
| Participant deferral / active EE | $9,247 | $3,189+190.0% | $4,482+106.3% | $3,169+191.8% |
| Admin fee / account holder | $21 | $587-96.4% | $8,020-99.7% | $479-95.5% |