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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,511 |
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 | $60,139 | $42,546+41.3% | $71,796-16.2% | $55,167+9.0% |
| Participation rate | 93.9% | 59.1%+34.8pp | 69.1%+24.8pp | 69.0%+24.9pp |
| Annual return | 9.39% | 12.36%-3.0pp | 78.04%-68.7pp | 169.23%-159.8pp |
| Employer contribution / active EE | $596 | $803-25.8% | $1,924-69.0% | $1,963-69.6% |
| Participant deferral / active EE | $3,344 | $2,064+62.0% | $2,794+19.7% | $3,054+9.5% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.8% |