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 | $17,746 |
Participant contribution per participant 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 | $29,457 | $73,638-60.0% | $95,952-69.3% | $73,488-59.9% |
| Participation rate | 92.1% | 76.2%+15.9pp | 77.1%+15.0pp | 70.7%+21.4pp |
| Annual return | 12.93% | 16.78%-3.8pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,323 | $1,863-29.0% | $2,541-47.9% | $2,270-41.7% |
| Participant deferral / active EE | $1,737 | $3,617-52.0% | $4,167-58.3% | $3,740-53.6% |
| Admin fee / account holder | $127 | $482-73.7% | $6,795-98.1% | $513-75.3% |