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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,105 |
Annual investment return 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 | $22,540 | $63,905-64.7% | $74,183-69.6% | $57,658-60.9% |
| Participation rate | 88.0% | 79.8%+8.3pp | 76.6%+11.4pp | 70.2%+17.8pp |
| Annual return | -1.90% | 60.60%-62.5pp | 17.74%-19.6pp | 5.13%-7.0pp |
| Employer contribution / active EE | $629 | $1,840-65.8% | $2,370-73.5% | $1,974-68.2% |
| Participant deferral / active EE | $2,151 | $3,448-37.6% | $3,550-39.4% | $3,061-29.7% |
| Admin fee / account holder | $12 | $91-86.9% | $5,586-99.8% | $95-87.3% |