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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,847 | $74,089-47.6% | $133,980-71.0% | $55,167-29.6% |
| Participation rate | 89.8% | 84.3%+5.6pp | 87.1%+2.8pp | 69.0%+20.9pp |
| Annual return | 48.30% | 12.11%+36.2pp | 29.30%+19.0pp | 169.23%-120.9pp |
| Employer contribution / active EE | $617 | $3,064-79.9% | $5,211-88.2% | $1,963-68.6% |
| Participant deferral / active EE | $4,382 | $4,678-6.3% | $6,282-30.2% | $3,054+43.5% |
| Admin fee / account holder | $34 | $458-92.5% | $9,324-99.6% | $504-93.2% |