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 | $4,984 |
Service code 37 · EIN 39-6040276 | Loan Processing | $85 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,393 | $49,451-30.5% | $79,550-56.8% | $66,914-48.6% |
| Participation rate | 82.7% | 61.3%+21.3pp | 69.5%+13.2pp | 69.8%+12.9pp |
| Annual return | -19.75% | 84.25%-104.0pp | 0.16%-19.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $820 | $1,266-35.2% | $2,413-66.0% | $2,544-67.8% |
| Participant deferral / active EE | $2,515 | $3,159-20.4% | $3,985-36.9% | $4,237-40.6% |
| Admin fee / account holder | $37 | $595-93.8% | $6,832-99.5% | $593-93.8% |