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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,452 | $56,767+77.0% | $101,794-1.3% | $85,563+17.4% |
| Participation rate | 77.9% | 57.6%+20.4pp | 69.2%+8.8pp | 66.0%+12.0pp |
| Annual return | 15.90% | 17.76%-1.9pp | 30.53%-14.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $960 | $1,112-13.7% | $2,289-58.1% | $2,654-63.8% |
| Participant deferral / active EE | $5,088 | $2,720+87.1% | $4,084+24.6% | $4,375+16.3% |
| Admin fee / account holder | $100 | $1,098-90.9% | $8,777-98.9% | $834-88.0% |