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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $52,494 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,217 |
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 | $26,330 | $38,925-32.4% | $73,843-64.3% | $55,191-52.3% |
| Participation rate | 94.0% | 66.0%+27.9pp | 73.4%+20.5pp | 69.2%+24.8pp |
| Annual return | -1.03% | 6.31%-7.3pp | 2267.84%-2268.9pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,724 | $1,695+60.7% | $2,787-2.3% | $1,899+43.5% |
| Participant deferral / active EE | $2,207 | $2,351-6.1% | $3,583-38.4% | $3,046-27.5% |
| Admin fee / account holder | $64 | $83-22.2% | $4,880-98.7% | $91-29.0% |