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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,224 | $106,028-19.6% | $146,958-42.0% | $77,643+9.8% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 19.65% | 56.73%-37.1pp | 418.34%-398.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $7,924 | $4,063+95.0% | $4,933+60.6% | $2,726+190.7% |
| Participant deferral / active EE | $11,816 | $7,990+47.9% | $8,070+46.4% | $4,647+154.3% |
| Admin fee / account holder | $52 | $337-84.7% | $12,998-99.6% | $430-88.0% |