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 | $33,702 |
Service code 27 · EIN 75-1832551 | Advisory (Plan) | $6,570 |
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 | $29,749 | $70,908-58.0% | $98,907-69.9% | $73,488-59.5% |
| Participation rate | 93.8% | 73.8%+20.1pp | 76.0%+17.8pp | 70.7%+23.1pp |
| Annual return | 15.54% | 34.17%-18.6pp | 196.43%-180.9pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,247 | $2,036-38.8% | $2,689-53.6% | $2,270-45.1% |
| Participant deferral / active EE | $3,049 | $3,500-12.9% | $4,244-28.2% | $3,740-18.5% |
| Admin fee / account holder | $159 | $535-70.3% | $6,642-97.6% | $513-69.0% |