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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,165 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,376 |
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 | $25,619 | $75,388-66.0% | $123,544-79.3% | $55,725-54.0% |
| Participation rate | 85.7% | 75.7%+10.0pp | 82.3%+3.4pp | 70.9%+14.8pp |
| Annual return | 1.96% | 4.48%-2.5pp | 119.20%-117.2pp | 244.93%-243.0pp |
| Employer contribution / active EE | $4,487 | $3,063+46.5% | $4,628-3.1% | $2,078+115.9% |
| Participant deferral / active EE | $8,444 | $5,651+49.4% | $6,426+31.4% | $3,356+151.6% |
| Admin fee / account holder | $161 | $120+34.4% | $9,284-98.3% | $115+39.7% |