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 | $34,100 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,973 | $65,118-64.7% | $76,768-70.1% | $55,725-58.8% |
| Participation rate | 97.7% | 79.6%+18.1pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | 10.65% | -1.27%+11.9pp | 2.43%+8.2pp | 244.93%-234.3pp |
| Employer contribution / active EE | $607 | $1,941-68.7% | $2,485-75.6% | $2,078-70.8% |
| Participant deferral / active EE | $2,374 | $3,688-35.6% | $3,852-38.4% | $3,356-29.2% |
| Admin fee / account holder | $76 | $116-34.6% | $6,675-98.9% | $115-34.2% |