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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,532 | $56,485-88.4% | $185,823-96.5% | $86,799-92.5% |
| Participation rate | 91.6% | 65.5%+26.1pp | 81.7%+9.9pp | 72.3%+19.3pp |
| Annual return | 12.93% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $269 | $1,843-85.4% | $5,167-94.8% | $2,405-88.8% |
| Participant deferral / active EE | $1,557 | $2,553-39.0% | $5,568-72.0% | $4,131-62.3% |
| Admin fee / account holder | $2 | $150-98.4% | $16,237-100.0% | $170-98.6% |