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 | $37,093 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,638 | $81,537-46.5% | $149,718-70.9% | $69,631-37.3% |
| Participation rate | 73.2% | 86.1%-12.9pp | 87.1%-13.9pp | 70.7%+2.5pp |
| Annual return | 18.97% | 22.79%-3.8pp | 1501.63%-1482.7pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $698 | $3,239-78.4% | $5,445-87.2% | $2,032-65.6% |
| Participant deferral / active EE | $2,999 | $4,994-40.0% | $6,569-54.4% | $3,224-7.0% |
| Admin fee / account holder | $150 | $107+40.5% | $11,283-98.7% | $110+36.0% |