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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,185 |
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 | $104,428 | $109,359-4.5% | $162,163-35.6% | $72,985+43.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.62% | 25.46%-4.8pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,584 | $3,907+42.9% | $5,614-0.5% | $2,440+128.9% |
| Participant deferral / active EE | $7,379 | $5,481+34.6% | $7,298+1.1% | $3,607+104.6% |
| Admin fee / account holder | $121 | $7,972-98.5% | $10,843-98.9% | $5,124-97.6% |