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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,694 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $9,600 |
Annual investment return 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 | $47,144 | $88,515-46.7% | $162,163-70.9% | $67,579-30.2% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 0.48% | 27.04%-26.6pp | 115.59%-115.1pp | 378.56%-378.1pp |
| Employer contribution / active EE | $4,707 | $3,563+32.1% | $5,614-16.2% | $2,148+119.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $132 | $124+6.5% | $10,843-98.8% | $142-7.5% |