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 5-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,239 |
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 | $125,640 | $185,342-32.2% | $111,297+12.9% | $86,799+44.7% |
| Participation rate | 99.5% | 81.0%+18.5pp | 77.3%+22.2pp | 72.3%+27.2pp |
| Annual return | 15.88% | 500.80%-484.9pp | 54.65%-38.8pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,884 | $2,246-16.1% | $2,731-31.0% | $2,405-21.7% |
| Participant deferral / active EE | $6,556 | $4,458+47.0% | $4,487+46.1% | $4,131+58.7% |
| Admin fee / account holder | $129 | $255-49.4% | $7,964-98.4% | $170-23.7% |