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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,185 |
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 | $40,825 | $54,590-25.2% | $81,930-50.2% | $73,488-44.4% |
| Participation rate | 99.4% | 68.3%+31.1pp | 72.0%+27.4pp | 70.7%+28.7pp |
| Annual return | 15.31% | 17.74%-2.4pp | 29.49%-14.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $853 | $1,636-47.8% | $4,310-80.2% | $2,270-62.4% |
| Participant deferral / active EE | $4,228 | $2,759+53.3% | $7,107-40.5% | $3,740+13.1% |
| Admin fee / account holder | $13 | $592-97.8% | $5,158-99.8% | $513-97.5% |