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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,699 |
Service code 49 · EIN 52-2114207 | Other Services | $17,120 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,779 | $41,647+185.2% | $96,139+23.5% | $86,799+36.8% |
| Participation rate | 95.8% | 50.2%+45.6pp | 68.4%+27.4pp | 72.3%+23.5pp |
| Annual return | 22.79% | 27.24%-4.5pp | 191.94%-169.2pp | 97.91%-75.1pp |
| Employer contribution / active EE | $2,894 | $1,318+119.6% | $2,797+3.5% | $2,405+20.3% |
| Participant deferral / active EE | $9,847 | $2,412+308.2% | $4,349+126.4% | $4,131+138.4% |
| Admin fee / account holder | $49 | $169-71.1% | $5,537-99.1% | $170-71.1% |