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 | $3,371 |
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 | $58,746 | $56,629+3.7% | $77,999-24.7% | $55,167+6.5% |
| Participation rate | 95.1% | 73.3%+21.8pp | 75.5%+19.6pp | 69.0%+26.1pp |
| Annual return | 10.27% | 2866.98%-2856.7pp | 425.96%-415.7pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,859 | $1,723+7.9% | $2,470-24.7% | $1,963-5.3% |
| Participant deferral / active EE | $8,442 | $2,777+204.0% | $3,497+141.4% | $3,054+176.4% |
| Admin fee / account holder | $24 | $467-94.8% | $5,480-99.6% | $504-95.2% |