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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,126 |
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 | $85,386 | $66,457+28.5% | $81,382+4.9% | $77,643+10.0% |
| Participation rate | 99.1% | 68.7%+30.3pp | 69.5%+29.6pp | 70.6%+28.5pp |
| Annual return | 17.95% | 15.93%+2.0pp | 24.73%-6.8pp | 31.24%-13.3pp |
| Employer contribution / active EE | $4,249 | $2,159+96.8% | $2,463+72.5% | $2,726+55.9% |
| Participant deferral / active EE | $9,450 | $3,679+156.9% | $3,883+143.4% | $4,647+103.3% |
| Admin fee / account holder | $96 | $583-83.5% | $5,768-98.3% | $430-77.7% |