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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,251 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,312 | $66,310-82.9% | $93,606-87.9% | $65,185-82.6% |
| Participation rate | 95.1% | 74.0%+21.1pp | 75.8%+19.3pp | 70.2%+24.9pp |
| Annual return | 0.00% | 42.58%-42.6pp | 32.76%-32.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,577 | $2,012-21.6% | $2,718-42.0% | $2,177-27.5% |
| Participant deferral / active EE | $3,685 | $3,342+10.3% | $4,069-9.4% | $3,514+4.9% |
| Admin fee / account holder | $35 | $6,897-99.5% | $7,888-99.6% | $847-95.9% |