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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,315 |
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 | $86,585 | $56,503+53.2% | $70,092+23.5% | $64,808+33.6% |
| Participation rate | 95.5% | 70.5%+25.0pp | 70.5%+25.0pp | 71.5%+24.0pp |
| Annual return | -15.73% | -13.44%-2.3pp | 190.73%-206.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,893 | $2,046+90.2% | $2,559+52.1% | $2,506+55.3% |
| Participant deferral / active EE | $6,967 | $3,389+105.6% | $3,849+81.0% | $4,310+61.6% |
| Admin fee / account holder | $147 | $160-8.1% | $6,267-97.6% | $188-21.6% |