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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,737 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,355 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,746 | $87,870-33.1% | $113,168-48.1% | $74,304-20.9% |
| Participation rate | 85.7% | 70.7%+15.0pp | 76.6%+9.1pp | 60.3%+25.4pp |
| Annual return | 13.35% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $413 | $2,277-81.9% | $2,975-86.1% | $2,241-81.6% |
| Participant deferral / active EE | $2,671 | $4,241-37.0% | $5,107-47.7% | $3,767-29.1% |
| Admin fee / account holder | $239 | $3,368-92.9% | $12,068-98.0% | $2,969-91.9% |