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 | $14,995 |
Service code 49 · EIN 52-2114207 | Other Services | $14,485 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $89,712 | $39,948+124.6% | $89,391+0.4% | $73,409+22.2% |
| Participation rate | 95.7% | 50.4%+45.2pp | 68.0%+27.7pp | 72.2%+23.5pp |
| Annual return | 7.79% | 50.12%-42.3pp | 245.62%-237.8pp | 59.29%-51.5pp |
| Employer contribution / active EE | $1,651 | $1,200+37.6% | $2,586-36.1% | $2,234-26.1% |
| Participant deferral / active EE | $6,294 | $2,193+187.0% | $3,890+61.8% | $3,805+65.4% |
| Admin fee / account holder | $24 | $134-81.8% | $4,881-99.5% | $158-84.6% |