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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $25,082 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,224 |
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 | $72,497 | $64,909+11.7% | $82,313-11.9% | $62,292+16.4% |
| Participation rate | 74.8% | 74.9%-0.1pp | 76.9%-2.1pp | 69.5%+5.3pp |
| Annual return | 13.44% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $862 | $1,676-48.5% | $2,428-64.5% | $2,042-57.8% |
| Participant deferral / active EE | $3,299 | $3,103+6.3% | $3,706-11.0% | $3,169+4.1% |
| Admin fee / account holder | $24 | $440-94.5% | $5,608-99.6% | $479-95.0% |