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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,516 |
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 | $31,824 | $42,548-25.2% | $74,550-57.3% | $56,287-43.5% |
| Participation rate | 88.6% | 60.5%+28.1pp | 69.1%+19.5pp | 69.9%+18.8pp |
| Annual return | -4.91% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $458 | $855-46.5% | $1,961-76.7% | $2,111-78.3% |
| Participant deferral / active EE | $2,892 | $2,277+27.0% | $3,108-7.0% | $3,350-13.7% |
| Admin fee / account holder | $286 | $467-38.7% | $5,060-94.3% | $521-45.1% |