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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,076 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,575 | $100,227-48.5% | $169,993-69.7% | $74,419-30.7% |
| Participation rate | 92.8% | 87.3%+5.5pp | 87.0%+5.8pp | 70.7%+22.1pp |
| Annual return | 19.54% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,535 | $4,263-64.0% | $6,785-77.4% | $2,637-41.8% |
| Participant deferral / active EE | $7,275 | $7,143+1.8% | $10,408-30.1% | $4,528+60.7% |
| Admin fee / account holder | $160 | $234-31.7% | $12,815-98.7% | $348-53.9% |