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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,008 |
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 | $74,323 | $95,388-22.1% | $125,339-40.7% | $77,904-4.6% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.6pp | 73.7%+18.3pp |
| Annual return | 0.00% | 116.19%-116.2pp | 572.05%-572.1pp | 12.21%-12.2pp |
| Employer contribution / active EE | $2,889 | $3,666-21.2% | $4,814-40.0% | $2,848+1.5% |
| Participant deferral / active EE | $10,699 | $7,711+38.7% | $7,446+43.7% | $4,806+122.6% |
| Admin fee / account holder | $93 | $119-21.6% | $10,010-99.1% | $133-29.7% |