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 | $8,940 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,342 | $65,376-13.8% | $87,100-35.3% | $65,185-13.6% |
| Participation rate | 95.4% | 75.3%+20.1pp | 76.9%+18.5pp | 70.2%+25.2pp |
| Annual return | 17.69% | 31.27%-13.6pp | 28.19%-10.5pp | 29.38%-11.7pp |
| Employer contribution / active EE | $951 | $1,822-47.8% | $2,521-62.3% | $2,177-56.3% |
| Participant deferral / active EE | $3,960 | $3,388+16.9% | $4,049-2.2% | $3,514+12.7% |
| Admin fee / account holder | $84 | $520-83.9% | $7,497-98.9% | $847-90.1% |