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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,225 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $40,017 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,942 | $82,972-76.0% | $103,374-80.7% | $77,671-74.3% |
| Participation rate | 70.9% | 71.5%-0.7pp | 74.5%-3.7pp | 70.6%+0.3pp |
| Annual return | 17.55% | 19.14%-1.6pp | 24.89%-7.3pp | 31.21%-13.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,777 | $4,108-32.4% | $5,058-45.1% | $4,648-40.3% |
| Admin fee / account holder | $216 | $639-66.1% | $8,394-97.4% | $430-49.7% |