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 | $30,783 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,686 |
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 | $19,383 | $55,453-65.0% | $170,442-88.6% | $62,292-68.9% |
| Participation rate | 74.3% | 66.4%+8.0pp | 83.6%-9.3pp | 69.5%+4.8pp |
| Annual return | 20.05% | 21.38%-1.3pp | 205.93%-185.9pp | 28.90%-8.8pp |
| Employer contribution / active EE | $2,180 | $2,164+0.7% | $5,433-59.9% | $2,042+6.7% |
| Participant deferral / active EE | $1,676 | $2,303-27.2% | $4,939-66.1% | $3,169-47.1% |
| Admin fee / account holder | $131 | $455-71.2% | $13,880-99.1% | $479-72.6% |