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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,856 |
Service code 49 · EIN 74-2794194 | Other Services | $18,695 |
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 | $64,440 | $37,044+74.0% | $71,796-10.2% | $57,658+11.8% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.8pp | 70.2%+26.6pp |
| Annual return | 8.69% | 12.64%-4.0pp | 78.04%-69.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,108 | $720+331.6% | $1,924+61.5% | $1,974+57.5% |
| Participant deferral / active EE | $5,033 | $1,974+154.9% | $2,794+80.1% | $3,061+64.4% |
| Admin fee / account holder | $101 | $101+0.2% | $4,815-97.9% | $95+7.0% |