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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,253 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,267 | $45,283-70.7% | $155,790-91.5% | $52,331-74.6% |
| Participation rate | 80.7% | 62.2%+18.5pp | 76.1%+4.6pp | 68.1%+12.6pp |
| Annual return | -1.75% | 1.80%-3.6pp | 71.54%-73.3pp | 4.54%-6.3pp |
| Employer contribution / active EE | $359 | $1,329-73.0% | $3,836-90.6% | $1,882-80.9% |
| Participant deferral / active EE | $1,822 | $2,854-36.2% | $4,797-62.0% | $3,022-39.7% |
| Admin fee / account holder | $59 | $981-94.0% | $7,478-99.2% | $592-90.0% |