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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,855 |
Service code 49 · EIN 52-2114207 | Other Services | $13,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,603 | $40,522+74.2% | $84,611-16.6% | $67,579+4.5% |
| Participation rate | 96.3% | 51.1%+45.2pp | 68.2%+28.0pp | 71.3%+25.0pp |
| Annual return | 5.01% | 32.72%-27.7pp | 258.74%-253.7pp | 378.56%-373.5pp |
| Employer contribution / active EE | $1,821 | $1,146+58.9% | $2,652-31.3% | $2,148-15.2% |
| Participant deferral / active EE | $6,258 | $2,132+193.5% | $3,899+60.5% | $3,539+76.8% |
| Admin fee / account holder | $22 | $145-84.6% | $4,912-99.5% | $142-84.2% |