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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,985 |
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 | $48,116 | $79,171-39.2% | $102,423-53.0% | $74,495-35.4% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 12.01% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,402 | $2,362-40.6% | $3,023-53.6% | $2,623-46.5% |
| Participant deferral / active EE | $3,508 | $4,415-20.5% | $5,053-30.6% | $4,346-19.3% |
| Admin fee / account holder | $157 | $2,001-92.2% | $9,451-98.3% | $1,942-91.9% |