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 3-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 | $2,303 |
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 | $59,268 | $74,089-20.0% | $133,980-55.8% | $55,167+7.4% |
| Participation rate | 86.8% | 84.3%+2.5pp | 87.1%-0.3pp | 69.0%+17.8pp |
| Annual return | 5.55% | 12.11%-6.6pp | 29.30%-23.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,806 | $3,064-41.1% | $5,211-65.4% | $1,963-8.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $458-96.7% | $9,324-99.8% | $504-97.0% |