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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $666 |
Form 5500 reported that benefits due were not provided when due.
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 | $51,415 | $71,666-28.3% | $117,854-56.4% | $69,631-26.2% |
| Participation rate | 84.8% | 77.5%+7.2pp | 79.7%+5.1pp | 70.7%+14.1pp |
| Annual return | 19.58% | 18.86%+0.7pp | 335.08%-315.5pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,274 | $1,889-32.6% | $3,786-66.4% | $2,032-37.3% |
| Participant deferral / active EE | $3,787 | $3,340+13.4% | $4,482-15.5% | $3,224+17.5% |
| Admin fee / account holder | $38 | $120-68.5% | $8,020-99.5% | $110-65.7% |