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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,629 |
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 | $67,001 | $107,378-37.6% | $108,579-38.3% | $57,658+16.2% |
| Participation rate | 98.2% | 77.1%+21.1pp | 79.6%+18.6pp | 70.2%+27.9pp |
| Annual return | 7.88% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,517 | $1,782-14.9% | $3,758-59.6% | $1,974-23.2% |
| Participant deferral / active EE | $3,058 | $3,221-5.0% | $4,311-29.1% | $3,061-0.1% |
| Admin fee / account holder | $26 | $108-75.7% | $7,645-99.7% | $95-72.1% |