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 | $4,162 |
Participant 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 | $23,766 | $55,453-57.1% | $170,442-86.1% | $62,292-61.8% |
| Participation rate | 92.8% | 66.4%+26.4pp | 83.6%+9.2pp | 69.5%+23.2pp |
| Annual return | 14.99% | 21.38%-6.4pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,781 | $2,164+28.5% | $5,433-48.8% | $2,042+36.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $23 | $455-94.9% | $13,880-99.8% | $479-95.1% |