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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,277 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,500 |
Service code 27 · EIN 03-0215988 | Advisory (Plan) | $19,500 |
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 | $30,221 | $46,292-34.7% | $143,757-79.0% | $64,808-53.4% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.2pp |
| Annual return | -14.21% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,420 | $1,910-25.6% | $4,951-71.3% | $2,506-43.3% |
| Participant deferral / active EE | $2,402 | $2,646-9.2% | $5,637-57.4% | $4,310-44.3% |
| Admin fee / account holder | $207 | $154+34.4% | $14,673-98.6% | $188+10.0% |