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 6-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 | $9,016 |
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 | $21,170 | $52,953-60.0% | $172,739-87.7% | $65,185-67.5% |
| Participation rate | 95.5% | 66.2%+29.3pp | 82.6%+12.8pp | 70.2%+25.3pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $9,253 | $2,190+322.6% | $5,143+79.9% | $2,177+325.1% |
| Participant deferral / active EE | $5,821 | $2,471+135.6% | $5,198+12.0% | $3,514+65.7% |
| Admin fee / account holder | $37 | $472-92.1% | $13,954-99.7% | $847-95.6% |