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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,628 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $6,878 |
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 | $101,793 | $73,638+38.2% | $95,952+6.1% | $73,488+38.5% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.2pp | 70.7%+21.6pp |
| Annual return | 15.95% | 16.78%-0.8pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,113 | $1,863+13.4% | $2,541-16.8% | $2,270-6.9% |
| Participant deferral / active EE | $7,264 | $3,617+100.8% | $4,167+74.3% | $3,740+94.3% |
| Admin fee / account holder | $217 | $482-55.0% | $6,795-96.8% | $513-57.8% |