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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,026 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,443 |
ZNEROLD, STEVEN J.3+ years Service code 49 6701 WESTOWN PKWY · WDM, IA 502667706 | Other Services | $1,415 |
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 | $57,044 | $69,305-17.7% | $82,313-30.7% | $69,631-18.1% |
| Participation rate | 88.8% | 80.3%+8.5pp | 76.9%+11.9pp | 70.7%+18.1pp |
| Annual return | 17.77% | 21.47%-3.7pp | 25.88%-8.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $933 | $1,887-50.5% | $2,428-61.6% | $2,032-54.1% |
| Participant deferral / active EE | $3,075 | $3,568-13.8% | $3,706-17.0% | $3,224-4.6% |
| Admin fee / account holder | $25 | $97-74.4% | $5,608-99.6% | $110-77.5% |