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 | $53,412 |
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 | $36,580 | $49,138-25.6% | $84,015-56.5% | $65,185-43.9% |
| Participation rate | 87.0% | 60.7%+26.2pp | 69.0%+18.0pp | 70.2%+16.8pp |
| Annual return | 21.45% | 23.00%-1.5pp | 71.31%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $501 | $914-45.2% | $1,983-74.7% | $2,177-77.0% |
| Participant deferral / active EE | $3,317 | $2,397+38.4% | $3,239+2.4% | $3,514-5.6% |
| Admin fee / account holder | $297 | $543-45.4% | $6,101-95.1% | $847-65.0% |