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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,687 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $50,430 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,971 | $95,880-75.0% | $107,525-77.7% | $85,563-72.0% |
| Participation rate | 73.1% | 70.1%+3.0pp | 75.1%-2.0pp | 66.0%+7.2pp |
| Annual return | 17.34% | 68.06%-50.7pp | 181.32%-164.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,221 | $4,201-23.3% | $5,116-37.0% | $4,375-26.4% |
| Admin fee / account holder | $192 | $1,025-81.3% | $8,919-97.9% | $834-77.0% |