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 | $140,678 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,389 |
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 | $51,774 | $106,110-51.2% | $147,005-64.8% | $77,671-33.3% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 14.92% | 56.77%-41.9pp | 418.76%-403.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $3,037 | $4,065-25.3% | $4,934-38.5% | $2,726+11.4% |
| Participant deferral / active EE | $4,549 | $7,992-43.1% | $8,070-43.6% | $4,648-2.1% |
| Admin fee / account holder | $204 | $338-39.5% | $13,006-98.4% | $430-52.6% |