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 | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,953 | $55,453-62.2% | $170,442-87.7% | $62,292-66.4% |
| Participation rate | 77.4% | 66.4%+11.1pp | 83.6%-6.2pp | 69.5%+7.9pp |
| Annual return | 14.91% | 21.38%-6.5pp | 205.93%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,829 | $2,164-15.5% | $5,433-66.3% | $2,042-10.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $92 | $455-79.8% | $13,880-99.3% | $479-80.8% |