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 | $14,195 |
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 | $80,277 | $70,908+13.2% | $98,907-18.8% | $73,488+9.2% |
| Participation rate | 83.2% | 73.8%+9.4pp | 76.0%+7.1pp | 70.7%+12.5pp |
| Annual return | 12.38% | 34.17%-21.8pp | 196.43%-184.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,014 | $2,036-50.2% | $2,689-62.3% | $2,270-55.3% |
| Participant deferral / active EE | $3,209 | $3,500-8.3% | $4,244-24.4% | $3,740-14.2% |
| Admin fee / account holder | $74 | $535-86.3% | $6,642-98.9% | $513-85.7% |