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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,956 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $153,187 | $65,376+134.3% | $87,100+75.9% | $65,185+135.0% |
| Participation rate | 84.0% | 75.3%+8.7pp | 76.9%+7.1pp | 70.2%+13.8pp |
| Annual return | 18.97% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,676 | $1,822+46.8% | $2,521+6.1% | $2,177+23.0% |
| Participant deferral / active EE | $3,815 | $3,388+12.6% | $4,049-5.8% | $3,514+8.6% |
| Admin fee / account holder | $21 | $520-95.9% | $7,497-99.7% | $847-97.5% |