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 | $410,010 |
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 | $127,097 | $100,589+26.4% | $136,294-6.7% | $177,276-28.3% |
| Participation rate | 96.1% | 77.4%+18.7pp | 81.9%+14.2pp | 74.8%+21.3pp |
| Annual return | 19.23% | 39.18%-19.9pp | 5155.94%-5136.7pp | 21.25%-2.0pp |
| Employer contribution / active EE | $3,410 | $3,259+4.6% | $4,695-27.4% | $2,479+37.6% |
| Participant deferral / active EE | $9,107 | $5,830+56.2% | $6,247+45.8% | $3,881+134.7% |
| Admin fee / account holder | $70 | $55+28.8% | $9,243-99.2% | $154-54.3% |