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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $227,038 |
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 | $74,692 | $118,337-36.9% | $189,513-60.6% | $93,030-19.7% |
| Participation rate | 97.1% | 89.1%+8.0pp | 87.8%+9.3pp | 73.9%+23.2pp |
| Annual return | 16.79% | 21.77%-5.0pp | 555.15%-538.4pp | 158.70%-141.9pp |
| Employer contribution / active EE | $1,928 | $4,204-54.1% | $6,162-68.7% | $2,706-28.7% |
| Participant deferral / active EE | $7,172 | $7,123+0.7% | $8,221-12.8% | $4,562+57.2% |
| Admin fee / account holder | $81 | $100-18.3% | $12,045-99.3% | $152-46.3% |