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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,693 |
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 | $49,458 | $62,928-21.4% | $172,739-71.4% | $67,579-26.8% |
| Participation rate | 93.3% | 64.5%+28.8pp | 82.6%+10.6pp | 71.3%+22.0pp |
| Annual return | 19.39% | 30.36%-11.0pp | 802.84%-783.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,142 | $2,145+46.5% | $5,198-39.5% | $3,539-11.2% |
| Admin fee / account holder | $28 | $167-83.0% | $13,954-99.8% | $142-80.0% |