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 | $13,248 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $7,716 |
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 | $34,864 | $66,124-47.3% | $90,404-61.4% | $73,488-52.6% |
| Participation rate | 93.4% | 69.7%+23.8pp | 72.7%+20.7pp | 70.7%+22.8pp |
| Annual return | 13.93% | 17.65%-3.7pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $964 | $2,346-58.9% | $3,262-70.5% | $2,270-57.5% |
| Participant deferral / active EE | $2,205 | $3,039-27.5% | $3,963-44.4% | $3,740-41.0% |
| Admin fee / account holder | $117 | $396-70.5% | $5,611-97.9% | $513-77.3% |