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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,613 |
Service code 49 · EIN 52-2114207 | Other Services | $4,379 |
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 | $17,189 | $52,953-67.5% | $172,739-90.0% | $65,185-73.6% |
| Participation rate | 77.5% | 66.2%+11.4pp | 82.6%-5.1pp | 70.2%+7.3pp |
| Annual return | 16.90% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $2,234 | $2,190+2.0% | $5,143-56.6% | $2,177+2.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $36 | $472-92.4% | $13,954-99.7% | $847-95.8% |