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 | $17,078 |
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 | $90,489 | $185,342-51.2% | $111,297-18.7% | $86,799+4.3% |
| Participation rate | 99.3% | 81.0%+18.3pp | 77.3%+22.0pp | 72.3%+27.0pp |
| Annual return | 15.27% | 500.80%-485.5pp | 54.65%-39.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $955 | $2,246-57.5% | $2,731-65.0% | $2,405-60.3% |
| Participant deferral / active EE | $3,361 | $4,458-24.6% | $4,487-25.1% | $4,131-18.6% |
| Admin fee / account holder | $36 | $255-85.8% | $7,964-99.5% | $170-78.7% |