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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,040 |
Service code 49 · EIN 74-2794194 | Other Services | $32,001 |
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 | $23,587 | $46,292-49.0% | $143,757-83.6% | $64,808-63.6% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -13.20% | -10.05%-3.1pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $864 | $1,910-54.8% | $4,951-82.6% | $2,506-65.5% |
| Participant deferral / active EE | $3,302 | $2,646+24.8% | $5,637-41.4% | $4,310-23.4% |
| Admin fee / account holder | $128 | $154-16.5% | $14,673-99.1% | $188-31.7% |