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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,225 |
Service code 27 · EIN 20-1113894 | Advisory (Plan) | $11,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,473 | $73,867-70.9% | $143,757-85.1% | $68,494-68.6% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -14.40% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,274 | $3,184-60.0% | $4,951-74.3% | $2,596-50.9% |
| Participant deferral / active EE | $548 | $3,384-83.8% | $5,637-90.3% | $4,027-86.4% |
| Admin fee / account holder | $125 | $5,755-97.8% | $14,673-99.1% | $5,403-97.7% |