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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,493 |
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 | $60,252 | $55,441+8.7% | $76,002-20.7% | $77,671-22.4% |
| Participation rate | 92.6% | 63.6%+28.9pp | 69.1%+23.5pp | 70.6%+22.0pp |
| Annual return | 20.24% | 17.08%+3.2pp | 360.07%-339.8pp | 31.21%-11.0pp |
| Employer contribution / active EE | $4,072 | $1,789+127.5% | $2,688+51.5% | $2,726+49.3% |
| Participant deferral / active EE | $9,750 | $3,451+182.5% | $4,257+129.0% | $4,648+109.8% |
| Admin fee / account holder | $15 | $407-96.4% | $6,414-99.8% | $430-96.6% |