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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,022 |
Service code 27 · EIN 20-1113894 | Advisory (Plan) | $12,188 |
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 | $27,330 | $95,416-71.4% | $185,823-85.3% | $85,850-68.2% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 16.41% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,205 | $3,314-63.6% | $5,167-76.7% | $2,565-53.0% |
| Participant deferral / active EE | $362 | $3,423-89.4% | $5,568-93.5% | $3,952-90.8% |
| Admin fee / account holder | $177 | $7,213-97.5% | $16,237-98.9% | $6,260-97.2% |