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 | $16,383 |
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 | $67,936 | $62,586+8.5% | $76,768-11.5% | $64,186+5.8% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.3pp | 69.6%+17.7pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,477 | $1,832+89.8% | $2,485+39.9% | $2,381+46.1% |
| Participant deferral / active EE | $6,931 | $3,145+120.4% | $3,852+80.0% | $3,470+99.8% |
| Admin fee / account holder | $150 | $4,667-96.8% | $6,675-97.7% | $4,888-96.9% |