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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,056 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,686 |
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 | $73,430 | $52,953+38.7% | $172,739-57.5% | $65,185+12.6% |
| Participation rate | 83.0% | 66.2%+16.8pp | 82.6%+0.4pp | 70.2%+12.8pp |
| Annual return | 25.86% | 30.12%-4.3pp | 802.84%-777.0pp | 29.38%-3.5pp |
| Employer contribution / active EE | $728 | $2,190-66.7% | $5,143-85.8% | $2,177-66.5% |
| Participant deferral / active EE | $6,283 | $2,471+154.3% | $5,198+20.9% | $3,514+78.8% |
| Admin fee / account holder | $40 | $472-91.5% | $13,954-99.7% | $847-95.3% |