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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,112 |
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 | $49,101 | $66,302-25.9% | $110,238-55.5% | $56,287-12.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 79.8%-4.8pp | 69.9%+5.1pp |
| Annual return | -5.47% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $946 | $2,047-53.8% | $3,826-75.3% | $2,111-55.2% |
| Participant deferral / active EE | $2,648 | $3,381-21.7% | $4,672-43.3% | $3,350-21.0% |
| Admin fee / account holder | $27 | $698-96.1% | $8,547-99.7% | $521-94.8% |