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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,757 |
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 | $26,082 | $37,117-29.7% | $147,614-82.3% | $55,191-52.7% |
| Participation rate | 94.5% | 63.6%+30.9pp | 84.6%+9.9pp | 69.2%+25.3pp |
| Annual return | -0.18% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,007 | $1,620-37.9% | $5,564-81.9% | $1,899-47.0% |
| Participant deferral / active EE | $2,655 | $1,985+33.7% | $4,895-45.8% | $3,046-12.8% |
| Admin fee / account holder | $27 | $86-69.0% | $11,611-99.8% | $91-70.7% |