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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,527 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $61,458 | $46,966+30.9% | $185,117-66.8% | $69,631-11.7% |
| Participation rate | 93.4% | 65.3%+28.2pp | 77.3%+16.2pp | 70.7%+22.7pp |
| Annual return | 20.70% | 22.36%-1.7pp | 40.50%-19.8pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $267 | $1,360-80.3% | $4,182-93.6% | $2,032-86.8% |
| Participant deferral / active EE | $5,768 | $3,017+91.2% | $5,045+14.3% | $3,224+78.9% |
| Admin fee / account holder | $28 | $94-70.7% | $8,159-99.7% | $110-75.1% |