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 | $4,865 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,411 | $60,165-67.7% | $74,183-73.8% | $55,167-64.8% |
| Participation rate | 90.1% | 74.2%+15.9pp | 76.6%+13.4pp | 69.0%+21.1pp |
| Annual return | 7.16% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $704 | $1,600-56.0% | $2,370-70.3% | $1,963-64.1% |
| Participant deferral / active EE | $2,112 | $2,973-29.0% | $3,550-40.5% | $3,054-30.9% |
| Admin fee / account holder | $29 | $419-93.0% | $5,586-99.5% | $504-94.1% |