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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,430 |
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 | $64,940 | $58,879+10.3% | $178,490-63.6% | $73,488-11.6% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 12.28% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,666 | $2,567+42.8% | $5,202-29.5% | $3,740-2.0% |
| Admin fee / account holder | $30 | $400-92.6% | $13,984-99.8% | $513-94.2% |