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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,068 |
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 | $116,653 | $100,801+15.7% | $149,696-22.1% | $73,409+58.9% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.9pp | 72.2%+24.2pp |
| Annual return | 13.08% | 265.34%-252.3pp | 276.60%-263.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,690 | $3,312-18.8% | $4,644-42.1% | $2,234+20.4% |
| Participant deferral / active EE | $4,195 | $6,404-34.5% | $6,842-38.7% | $3,805+10.2% |
| Admin fee / account holder | $16 | $181-91.3% | $9,309-99.8% | $158-90.1% |