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 | $17,264 |
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 | $73,495 | $71,666+2.6% | $117,854-37.6% | $69,631+5.5% |
| Participation rate | 97.1% | 77.5%+19.6pp | 79.7%+17.4pp | 70.7%+26.4pp |
| Annual return | 18.03% | 18.86%-0.8pp | 335.08%-317.0pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,534 | $1,889-18.8% | $3,786-59.5% | $2,032-24.5% |
| Participant deferral / active EE | $3,166 | $3,340-5.2% | $4,482-29.3% | $3,224-1.8% |
| Admin fee / account holder | $31 | $120-73.9% | $8,020-99.6% | $110-71.5% |