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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,050 |
Annual investment return 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 | $14,351 | $50,637-71.7% | $86,590-83.4% | $62,292-77.0% |
| Participation rate | 88.8% | 67.9%+20.9pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 12.50% | 20.80%-8.3pp | 964.84%-952.3pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,119 | $2,075-46.1% | $2,839-60.6% | $2,042-45.2% |
| Participant deferral / active EE | $1,748 | $2,611-33.1% | $3,609-51.6% | $3,169-44.8% |
| Admin fee / account holder | $107 | $413-74.1% | $4,906-97.8% | $479-77.6% |