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 | $154,022 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $110,303 |
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 | $82,488 | $85,635-3.7% | $123,892-33.4% | $63,975+28.9% |
| Participation rate | 92.7% | 74.9%+17.8pp | 81.4%+11.3pp | 71.1%+21.6pp |
| Annual return | 9.51% | 15.74%-6.2pp | 47.52%-38.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,814 | $3,076-41.0% | $4,617-60.7% | $2,182-16.8% |
| Participant deferral / active EE | $9,886 | $5,667+74.5% | $5,984+65.2% | $3,356+194.5% |
| Admin fee / account holder | $93 | $75+24.6% | $8,357-98.9% | $70+32.6% |