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 | $7,733 |
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 | $44,864 | $59,186-24.2% | $76,768-41.6% | $56,287-20.3% |
| Participation rate | 91.0% | 75.2%+15.8pp | 77.0%+14.0pp | 69.9%+21.2pp |
| Annual return | 13.85% | 6.62%+7.2pp | 2.43%+11.4pp | -9.96%+23.8pp |
| Employer contribution / active EE | $4 | $1,759-99.8% | $2,485-99.8% | $2,111-99.8% |
| Participant deferral / active EE | $3,136 | $3,255-3.6% | $3,852-18.6% | $3,350-6.4% |
| Admin fee / account holder | $40 | $489-91.8% | $6,675-99.4% | $521-92.3% |