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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,950 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,770 | $58,879+37.2% | $178,490-54.7% | $73,488+9.9% |
| Participation rate | 70.9% | 66.2%+4.7pp | 81.9%-11.0pp | 70.7%+0.3pp |
| Annual return | 11.96% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $714 | $2,236-68.1% | $5,011-85.8% | $2,270-68.6% |
| Participant deferral / active EE | $5,004 | $2,567+94.9% | $5,202-3.8% | $3,740+33.8% |
| Admin fee / account holder | $402 | $400+0.5% | $13,984-97.1% | $513-21.6% |