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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,496 |
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 | $34,393 | $51,466-33.2% | $78,778-56.3% | $62,292-44.8% |
| Participation rate | 84.9% | 59.8%+25.1pp | 69.2%+15.7pp | 69.5%+15.4pp |
| Annual return | 13.07% | 19.96%-6.9pp | 35.62%-22.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $429 | $827-48.2% | $1,986-78.4% | $2,042-79.0% |
| Participant deferral / active EE | $2,714 | $2,147+26.4% | $2,958-8.2% | $3,169-14.3% |
| Admin fee / account holder | $298 | $489-39.2% | $5,134-94.2% | $479-37.9% |