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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,008 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,834 | $41,377-88.3% | $109,313-95.6% | $62,891-92.3% |
| Participation rate | 98.1% | 57.5%+40.6pp | 71.3%+26.8pp | 69.3%+28.8pp |
| Annual return | 4.15% | 11.05%-6.9pp | 22.07%-17.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $441 | $1,276-65.4% | $3,892-88.7% | $2,281-80.7% |
| Participant deferral / active EE | $1,015 | $2,045-50.4% | $3,166-68.0% | $3,203-68.3% |
| Admin fee / account holder | $108 | $2,884-96.2% | $5,666-98.1% | $4,296-97.5% |