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 | $30,912 |
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 | $20,669 | $59,186-65.1% | $76,768-73.1% | $56,287-63.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 26.44% | 6.62%+19.8pp | 2.43%+24.0pp | -9.96%+36.4pp |
| Employer contribution / active EE | $1,289 | $1,759-26.7% | $2,485-48.1% | $2,111-38.9% |
| Participant deferral / active EE | $3,192 | $3,255-1.9% | $3,852-17.1% | $3,350-4.7% |
| Admin fee / account holder | $130 | $489-73.4% | $6,675-98.1% | $521-75.1% |