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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,999 |
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 | $109,204 | $155,795-29.9% | $136,294-19.9% | $69,631+56.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 18.74% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $3,035 | $2,991+1.5% | $4,695-35.4% | $2,032+49.4% |
| Participant deferral / active EE | $9,055 | $5,394+67.9% | $6,247+45.0% | $3,224+180.9% |
| Admin fee / account holder | $6 | $128-95.6% | $9,243-99.9% | $110-94.9% |