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 | $2,342 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,218 |
HUGHES, ROBERT L.3+ years Service code 49 89 MONROE CENTER ST NW · GRAND RAPIDS, MI 495032900 | Other Services | $0 |
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 | $56,117 | $55,453+1.2% | $170,442-67.1% | $62,292-9.9% |
| Participation rate | 86.8% | 66.4%+20.4pp | 83.6%+3.2pp | 69.5%+17.2pp |
| Annual return | 15.97% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $530 | $2,164-75.5% | $5,433-90.2% | $2,042-74.0% |
| Participant deferral / active EE | $5,143 | $2,303+123.4% | $4,939+4.1% | $3,169+62.3% |
| Admin fee / account holder | $13 | $455-97.2% | $13,880-99.9% | $479-97.3% |