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 9-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 | $5,348 |
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 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 | $25,416 | $65,708-61.3% | $76,817-66.9% | $77,787-67.3% |
| Participation rate | 80.1% | 79.0%+1.2pp | 72.1%+8.1pp | 73.2%+6.9pp |
| Annual return | 25.75% | 49.86%-24.1pp | 1166.11%-1140.4pp | 32.57%-6.8pp |
| Employer contribution / active EE | $807 | $2,167-62.7% | $2,302-64.9% | $2,504-67.8% |
| Participant deferral / active EE | $1,354 | $3,254-58.4% | $3,336-59.4% | $3,967-65.9% |
| Admin fee / account holder | $6 | $91-93.6% | $6,420-99.9% | $100-94.2% |