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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,289 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $10,519 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,046 |
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 | $145,613 | $84,936+71.4% | $111,297+30.8% | $79,386+83.4% |
| Participation rate | 91.9% | 75.9%+16.0pp | 77.3%+14.5pp | 70.7%+21.1pp |
| Annual return | 13.63% | 17.45%-3.8pp | 54.65%-41.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,343 | $1,979-32.1% | $2,731-50.8% | $2,427-44.7% |
| Participant deferral / active EE | $3,859 | $3,888-0.8% | $4,487-14.0% | $4,046-4.6% |
| Admin fee / account holder | $85 | $537-84.3% | $7,964-98.9% | $626-86.5% |