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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,056 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,439 | $54,320-60.5% | $67,652-68.3% | $52,331-59.0% |
| Participation rate | 71.2% | 73.6%-2.4pp | 75.7%-4.5pp | 68.1%+3.0pp |
| Annual return | 1.97% | 6.81%-4.8pp | 6625.04%-6623.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $743 | $1,544-51.9% | $2,266-67.2% | $1,882-60.5% |
| Participant deferral / active EE | $2,637 | $2,950-10.6% | $3,560-25.9% | $3,022-12.7% |
| Admin fee / account holder | $32 | $527-94.0% | $4,821-99.3% | $592-94.6% |