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 | $7,147 |
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 | $36,535 | $42,546-14.1% | $71,796-49.1% | $55,167-33.8% |
| Participation rate | 97.1% | 59.1%+38.0pp | 69.1%+28.0pp | 69.0%+28.1pp |
| Annual return | 9.40% | 12.36%-3.0pp | 78.04%-68.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $863 | $803+7.4% | $1,924-55.1% | $1,963-56.0% |
| Participant deferral / active EE | $4,112 | $2,064+99.2% | $2,794+47.2% | $3,054+34.7% |
| Admin fee / account holder | $64 | $650-90.1% | $4,815-98.7% | $504-87.2% |