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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,286 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $10,382 |
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 | $15,547 | $65,908-76.4% | $81,812-81.0% | $77,643-80.0% |
| Participation rate | 90.1% | 65.8%+24.3pp | 72.3%+17.8pp | 70.6%+19.6pp |
| Annual return | 11.48% | 26.64%-15.2pp | 773.79%-762.3pp | 31.24%-19.8pp |
| Employer contribution / active EE | $516 | $2,370-78.2% | $2,912-82.3% | $2,726-81.1% |
| Participant deferral / active EE | $1,283 | $3,505-63.4% | $4,319-70.3% | $4,647-72.4% |
| Admin fee / account holder | $140 | $526-73.4% | $7,386-98.1% | $430-67.5% |