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 | $22,656 |
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 | $70,212 | $155,795-54.9% | $136,294-48.5% | $69,631+0.8% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 18.04% | 232464.33%-232446.3pp | 5155.94%-5137.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,614 | $2,991-46.0% | $4,695-65.6% | $2,032-20.6% |
| Participant deferral / active EE | $6,165 | $5,394+14.3% | $6,247-1.3% | $3,224+91.3% |
| Admin fee / account holder | $47 | $128-63.0% | $9,243-99.5% | $110-57.1% |