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 | $3,004 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,459 | $59,186-65.4% | $76,768-73.4% | $56,287-63.7% |
| Participation rate | 90.2% | 75.2%+15.0pp | 77.0%+13.2pp | 69.9%+20.3pp |
| Annual return | -7.15% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $778 | $1,759-55.8% | $2,485-68.7% | $2,111-63.1% |
| Participant deferral / active EE | $2,440 | $3,255-25.0% | $3,852-36.6% | $3,350-27.2% |
| Admin fee / account holder | $17 | $489-96.5% | $6,675-99.7% | $521-96.7% |