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 9-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 | $1,263 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,323 | $71,192-98.1% | $117,854-98.9% | $62,292-97.9% |
| Participation rate | 91.4% | 74.2%+17.1pp | 79.7%+11.7pp | 69.5%+21.9pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.08%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $631 | $1,934-67.4% | $3,786-83.3% | $2,042-69.1% |
| Participant deferral / active EE | $701 | $3,189-78.0% | $4,482-84.4% | $3,169-77.9% |
| Admin fee / account holder | $9 | $587-98.4% | $8,020-99.9% | $479-98.0% |