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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,474 |
Service code 49 · EIN 74-2794194 | Other Services | $19,417 |
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 | $49,207 | $69,305-29.0% | $82,313-40.2% | $69,631-29.3% |
| Participation rate | 99.4% | 80.3%+19.2pp | 76.9%+22.5pp | 70.7%+28.8pp |
| Annual return | 15.49% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,072 | $1,887-43.2% | $2,428-55.8% | $2,032-47.2% |
| Participant deferral / active EE | $2,671 | $3,568-25.1% | $3,706-27.9% | $3,224-17.1% |
| Admin fee / account holder | $69 | $97-28.9% | $5,608-98.8% | $110-37.4% |