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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,290 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,777 | $95,274-18.4% | $135,903-42.8% | $74,419+4.5% |
| Participation rate | 80.3% | 78.2%+2.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 27.33% | 32.77%-5.4pp | 68.23%-40.9pp | 34.38%-7.0pp |
| Employer contribution / active EE | $2,757 | $3,874-28.8% | $4,856-43.2% | $2,637+4.5% |
| Participant deferral / active EE | $9,488 | $7,782+21.9% | $7,758+22.3% | $4,528+109.5% |
| Admin fee / account holder | $15 | $266-94.3% | $10,762-99.9% | $348-95.6% |