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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,496 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $9,577 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,397 | $52,208-72.4% | $86,612-83.4% | $74,419-80.7% |
| Participation rate | 90.0% | 66.3%+23.7pp | 71.7%+18.3pp | 70.7%+19.3pp |
| Annual return | 13.25% | 44.46%-31.2pp | 591.07%-577.8pp | 34.38%-21.1pp |
| Employer contribution / active EE | $514 | $2,282-77.5% | $3,022-83.0% | $2,637-80.5% |
| Participant deferral / active EE | $1,255 | $3,383-62.9% | $4,438-71.7% | $4,528-72.3% |
| Admin fee / account holder | $132 | $319-58.7% | $5,614-97.7% | $348-62.1% |