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 | $3,636 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,198 |
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 | $51,967 | $47,977+8.3% | $154,107-66.3% | $56,287-7.7% |
| Participation rate | 90.1% | 66.2%+23.9pp | 83.0%+7.0pp | 69.9%+20.2pp |
| Annual return | -5.01% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $819 | $2,169-62.2% | $5,298-84.5% | $2,111-61.2% |
| Participant deferral / active EE | $5,840 | $2,392+144.2% | $5,081+15.0% | $3,350+74.4% |
| Admin fee / account holder | $20 | $438-95.4% | $13,411-99.9% | $521-96.1% |