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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,420 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,901 | $58,083-34.7% | $80,019-52.6% | $56,287-32.7% |
| Participation rate | 71.0% | 73.6%-2.6pp | 75.8%-4.9pp | 69.9%+1.1pp |
| Annual return | -6.65% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $924 | $1,932-52.2% | $2,468-62.6% | $2,111-56.2% |
| Participant deferral / active EE | $3,118 | $3,135-0.5% | $3,686-15.4% | $3,350-6.9% |
| Admin fee / account holder | $72 | $623-88.4% | $6,521-98.9% | $521-86.2% |