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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,220 |
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 | $71,822 | $67,606+6.2% | $82,313-12.7% | $70,131+2.4% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 18.04% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,200 | $1,755+82.3% | $2,428+31.8% | $2,342+36.6% |
| Participant deferral / active EE | $6,420 | $2,987+114.9% | $3,706+73.2% | $3,332+92.7% |
| Admin fee / account holder | $150 | $4,512-96.7% | $5,608-97.3% | $4,645-96.8% |