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 | $3,218 |
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 | $22,745 | $69,305-67.2% | $82,313-72.4% | $69,631-67.3% |
| Participation rate | 94.4% | 80.3%+14.2pp | 76.9%+17.5pp | 70.7%+23.7pp |
| Annual return | 12.22% | 21.47%-9.2pp | 25.88%-13.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $657 | $1,887-65.2% | $2,428-73.0% | $2,032-67.7% |
| Participant deferral / active EE | $2,390 | $3,568-33.0% | $3,706-35.5% | $3,224-25.9% |
| Admin fee / account holder | $8 | $97-91.6% | $5,608-99.9% | $110-92.6% |