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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,931 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,741 |
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 | $68,336 | $52,293+30.7% | $178,490-61.7% | $73,409-6.9% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.4pp |
| Annual return | 14.72% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,513 | $1,735-12.8% | $5,011-69.8% | $2,234-32.3% |
| Participant deferral / active EE | $3,911 | $2,332+67.7% | $5,202-24.8% | $3,805+2.8% |
| Admin fee / account holder | $296 | $127+132.3% | $13,984-97.9% | $158+87.4% |