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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,818 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $11,892 |
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 | $36,592 | $63,745-42.6% | $98,442-62.8% | $79,386-53.9% |
| Participation rate | 92.9% | 69.9%+23.0pp | 73.3%+19.5pp | 70.7%+22.2pp |
| Annual return | 14.30% | 625.80%-611.5pp | 1492.73%-1478.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,024 | $2,557-60.0% | $2,960-65.4% | $2,427-57.8% |
| Participant deferral / active EE | $2,490 | $3,303-24.6% | $4,276-41.8% | $4,046-38.4% |
| Admin fee / account holder | $113 | $516-78.1% | $5,949-98.1% | $626-82.0% |