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 9-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 | $19,407 |
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 | $21,757 | $44,221-50.8% | $121,196-82.0% | $56,287-61.3% |
| Participation rate | 89.2% | 61.1%+28.1pp | 71.7%+17.4pp | 69.9%+19.3pp |
| Annual return | 5.97% | -3.58%+9.5pp | 16.93%-11.0pp | -9.96%+15.9pp |
| Employer contribution / active EE | $1,221 | $1,480-17.5% | $4,022-69.6% | $2,111-42.2% |
| Participant deferral / active EE | $3,535 | $2,521+40.2% | $3,344+5.7% | $3,350+5.5% |
| Admin fee / account holder | $167 | $480-65.2% | $5,019-96.7% | $521-67.9% |