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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,275 |
Filed as: PRINCIPAL LIFE INSURNACE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,991 | $121,098-53.8% | $125,175-55.3% | - |
| Participation rate | 62.2% | 74.4%-12.1pp | 79.8%-17.5pp | - |
| Annual return | 18.85% | 15.50%+3.4pp | 43.79%-24.9pp | - |
| Employer contribution / active EE | $1,343 | $1,930-30.4% | $3,865-65.3% | - |
| Participant deferral / active EE | $3,477 | $3,481-0.1% | $4,937-29.6% | - |
| Admin fee / account holder | $161 | $16,883-99.0% | $9,702-98.3% | - |