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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,381 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $14,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,529 | $54,517-25.7% | $75,972-46.7% | $74,495-45.6% |
| Participation rate | 68.1% | 60.3%+7.8pp | 69.1%-0.9pp | 67.2%+0.9pp |
| Annual return | 11.39% | 31.82%-20.4pp | 359.55%-348.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,165 | $1,777+134.3% | $2,685+55.1% | $2,623+58.8% |
| Participant deferral / active EE | $1,135 | $3,066-63.0% | $4,255-73.3% | $4,346-73.9% |
| Admin fee / account holder | $255 | $2,229-88.6% | $6,467-96.1% | $1,942-86.9% |