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 | $5,369 |
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 | $7,650 | $36,694-79.2% | $40,145,923-100.0% | $55,167-86.1% |
| Participation rate | 72.5% | 57.2%+15.4pp | 68.4%+4.1pp | 69.0%+3.6pp |
| Annual return | 7.10% | 10.16%-3.1pp | 5.24%+1.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $327 | $1,135-71.2% | $1,844-82.3% | $1,963-83.3% |
| Participant deferral / active EE | $1,621 | $1,679-3.5% | $2,591-37.4% | $3,054-46.9% |
| Admin fee / account holder | $61 | $175-65.2% | $2,903-97.9% | $504-87.9% |