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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,523 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,000 |
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 | $66,606 | $62,267+7.0% | $110,238-39.6% | $55,725+19.5% |
| Participation rate | 91.8% | 78.1%+13.7pp | 79.8%+12.0pp | 70.9%+20.9pp |
| Annual return | -4.33% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,480 | $1,941+27.7% | $3,826-35.2% | $2,078+19.3% |
| Participant deferral / active EE | $4,533 | $3,516+28.9% | $4,672-3.0% | $3,356+35.1% |
| Admin fee / account holder | $267 | $121+120.9% | $8,547-96.9% | $115+131.8% |