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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $7,159 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,406 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,121 | $80,753-24.3% | $136,294-55.2% | $62,292-1.9% |
| Participation rate | 91.3% | 73.5%+17.8pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 15.50% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,772 | $2,884-3.9% | $4,695-41.0% | $2,042+35.7% |
| Participant deferral / active EE | $5,542 | $5,164+7.3% | $6,247-11.3% | $3,169+74.9% |
| Admin fee / account holder | $13 | $525-97.5% | $9,243-99.9% | $479-97.2% |