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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,347 |
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 | $34,449 | $50,666-32.0% | $76,817-55.2% | $65,185-47.2% |
| Participation rate | 96.8% | 68.8%+28.0pp | 72.1%+24.7pp | 70.2%+26.6pp |
| Annual return | 27.55% | 28.51%-1.0pp | 1166.11%-1138.6pp | 29.38%-1.8pp |
| Employer contribution / active EE | $527 | $1,575-66.5% | $2,302-77.1% | $2,177-75.8% |
| Participant deferral / active EE | $2,997 | $2,647+13.2% | $3,336-10.2% | $3,514-14.7% |
| Admin fee / account holder | $21 | $463-95.5% | $6,420-99.7% | $847-97.5% |