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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $615,558 |
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 | $172,603 | $128,056+34.8% | $146,958+17.5% | $106,382+62.2% |
| Participation rate | 97.7% | 67.2%+30.5pp | 82.2%+15.5pp | 69.9%+27.8pp |
| Annual return | 18.05% | 17.89%+0.2pp | 418.34%-400.3pp | 17.37%+0.7pp |
| Employer contribution / active EE | $4,295 | $3,384+26.9% | $4,933-12.9% | $3,364+27.7% |
| Participant deferral / active EE | $11,940 | $7,674+55.6% | $8,070+48.0% | $5,569+114.4% |
| Admin fee / account holder | $51 | $89-41.9% | $12,998-99.6% | $79-35.0% |