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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,170 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $52,974 | $64,909-18.4% | $82,313-35.6% | $62,292-15.0% |
| Participation rate | 78.1% | 74.9%+3.2pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 17.64% | 21.18%-3.5pp | 25.88%-8.2pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,878 | $1,676+12.0% | $2,428-22.7% | $2,042-8.0% |
| Participant deferral / active EE | $5,129 | $3,103+65.3% | $3,706+38.4% | $3,169+61.8% |
| Admin fee / account holder | $92 | $440-79.2% | $5,608-98.4% | $479-80.9% |