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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,204 |
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 | $54,649 | $56,629-3.5% | $77,999-29.9% | $55,167-0.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 75.5%+9.0pp | 69.0%+15.6pp |
| Annual return | 9.00% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $917 | $1,723-46.8% | $2,470-62.9% | $1,963-53.3% |
| Participant deferral / active EE | $2,943 | $2,777+6.0% | $3,497-15.8% | $3,054-3.6% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |