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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,638 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,355 | $88,122-62.1% | $141,162-76.4% | $67,579-50.6% |
| Participation rate | 99.3% | 76.5%+22.8pp | 82.5%+16.8pp | 71.3%+28.0pp |
| Annual return | 25.22% | 75.40%-50.2pp | 71.39%-46.2pp | 378.56%-353.3pp |
| Employer contribution / active EE | $1,649 | $3,224-48.9% | $4,735-65.2% | $2,148-23.2% |
| Participant deferral / active EE | $4,688 | $5,958-21.3% | $6,709-30.1% | $3,539+32.5% |
| Admin fee / account holder | $27 | $131-79.1% | $10,261-99.7% | $142-80.8% |