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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,223 |
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 | $25,292 | $65,376-61.3% | $87,100-71.0% | $65,185-61.2% |
| Participation rate | 91.4% | 75.3%+16.1pp | 76.9%+14.5pp | 70.2%+21.2pp |
| Annual return | 18.97% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,401 | $1,822-23.1% | $2,521-44.4% | $2,177-35.6% |
| Participant deferral / active EE | $1,768 | $3,388-47.8% | $4,049-56.3% | $3,514-49.7% |
| Admin fee / account holder | $123 | $520-76.3% | $7,497-98.4% | $847-85.5% |