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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,374 |
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 | $60,555 | $78,422-22.8% | $95,952-36.9% | $79,858-24.2% |
| Participation rate | 86.3% | 73.5%+12.8pp | 77.1%+9.2pp | 69.6%+16.6pp |
| Annual return | 11.19% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,618 | $3,440+5.2% | $4,167-13.2% | $3,740-3.3% |
| Admin fee / account holder | $225 | $5,622-96.0% | $6,795-96.7% | $5,306-95.8% |