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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,821 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $85,737 | $79,428+7.9% | $106,548-19.5% | $79,386+8.0% |
| Participation rate | 83.6% | 74.1%+9.5pp | 76.1%+7.5pp | 70.7%+12.9pp |
| Annual return | 12.64% | 18.27%-5.6pp | 26.80%-14.2pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,042 | $2,234-53.4% | $2,819-63.0% | $2,427-57.1% |
| Participant deferral / active EE | $3,291 | $3,823-13.9% | $4,398-25.2% | $4,046-18.7% |
| Admin fee / account holder | $76 | $523-85.4% | $7,407-99.0% | $626-87.8% |