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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,542 |
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 | $72,662 | $69,823+4.1% | $77,163-5.8% | $74,419-2.4% |
| Participation rate | 98.9% | 70.0%+28.9pp | 69.6%+29.3pp | 70.7%+28.2pp |
| Annual return | 23.57% | 19.98%+3.6pp | 37.87%-14.3pp | 34.38%-10.8pp |
| Employer contribution / active EE | $4,112 | $2,150+91.2% | $2,535+62.2% | $2,637+55.9% |
| Participant deferral / active EE | $9,349 | $3,558+162.8% | $3,833+143.9% | $4,528+106.5% |
| Admin fee / account holder | $60 | $398-84.8% | $5,472-98.9% | $348-82.6% |