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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,717 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,558 | $72,066-63.1% | $81,930-67.6% | $90,288-70.6% |
| Participation rate | 83.9% | 78.9%+5.0pp | 72.0%+11.9pp | 73.4%+10.6pp |
| Annual return | 18.80% | 15.92%+2.9pp | 29.49%-10.7pp | 53.97%-35.2pp |
| Employer contribution / active EE | $809 | $2,335-65.4% | $4,310-81.2% | $2,524-68.0% |
| Participant deferral / active EE | $1,378 | $3,557-61.2% | $7,107-80.6% | $4,232-67.4% |
| Admin fee / account holder | $94 | $92+1.6% | $5,158-98.2% | $114-17.6% |