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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $2,760 |
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 | $106,083 | $64,909+63.4% | $82,313+28.9% | $62,292+70.3% |
| Participation rate | 98.5% | 74.9%+23.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 17.96% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $4,018 | $1,676+139.7% | $2,428+65.5% | $2,042+96.7% |
| Participant deferral / active EE | $6,280 | $3,103+102.4% | $3,706+69.5% | $3,169+98.2% |
| Admin fee / account holder | $19 | $440-95.6% | $5,608-99.7% | $479-95.9% |