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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,876 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,060 |
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 | $44,079 | $37,196+18.5% | $154,107-71.4% | $55,725-20.9% |
| Participation rate | 95.7% | 64.1%+31.6pp | 83.0%+12.7pp | 70.9%+24.9pp |
| Annual return | -3.27% | 1319.68%-1322.9pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,330 | $1,614-17.6% | $5,298-74.9% | $2,078-36.0% |
| Participant deferral / active EE | $2,907 | $2,068+40.5% | $5,081-42.8% | $3,356-13.4% |
| Admin fee / account holder | $236 | $102+132.5% | $13,411-98.2% | $115+105.1% |