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 | $19,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,735 | $64,909-34.2% | $82,313-48.1% | $62,292-31.4% |
| Participation rate | 92.9% | 74.9%+18.1pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 14.62% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $18 | $1,676-98.9% | $2,428-99.2% | $2,042-99.1% |
| Participant deferral / active EE | $2,818 | $3,103-9.2% | $3,706-24.0% | $3,169-11.1% |
| Admin fee / account holder | $171 | $440-61.0% | $5,608-96.9% | $479-64.2% |