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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,753 |
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 | $76,290 | $66,310+15.1% | $93,606-18.5% | $65,185+17.0% |
| Participation rate | 84.7% | 74.0%+10.7pp | 75.8%+8.8pp | 70.2%+14.5pp |
| Annual return | 19.43% | 42.58%-23.1pp | 32.76%-13.3pp | 29.38%-10.0pp |
| Employer contribution / active EE | $950 | $2,012-52.8% | $2,718-65.0% | $2,177-56.3% |
| Participant deferral / active EE | $2,909 | $3,342-12.9% | $4,069-28.5% | $3,514-17.2% |
| Admin fee / account holder | $61 | $6,897-99.1% | $7,888-99.2% | $847-92.8% |