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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,532 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,993 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,303 | $59,584+21.3% | $86,874-16.8% | $79,386-8.9% |
| Participation rate | 88.4% | 67.7%+20.7pp | 71.6%+16.7pp | 70.7%+17.7pp |
| Annual return | 8.97% | 23.15%-14.2pp | 63.52%-54.5pp | 116.85%-107.9pp |
| Employer contribution / active EE | $1,477 | $1,768-16.4% | $2,495-40.8% | $2,427-39.1% |
| Participant deferral / active EE | $2,713 | $3,036-10.6% | $3,699-26.7% | $4,046-32.9% |
| Admin fee / account holder | $270 | $604-55.3% | $5,828-95.4% | $626-56.9% |