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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,715 |
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 | $39,550 | $50,199-21.2% | $70,092-43.6% | $66,914-40.9% |
| Participation rate | 93.6% | 66.3%+27.3pp | 70.5%+23.2pp | 69.8%+23.8pp |
| Annual return | -16.19% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $728 | $1,864-61.0% | $2,559-71.6% | $2,544-71.4% |
| Participant deferral / active EE | $3,826 | $3,112+23.0% | $3,849-0.6% | $4,237-9.7% |
| Admin fee / account holder | $15 | $600-97.5% | $6,267-99.8% | $593-97.5% |