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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,865 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,471 | $46,732-51.9% | $156,549-85.6% | $55,167-59.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -2.12% | 17.72%-19.8pp | 32.23%-34.3pp | 169.23%-171.3pp |
| Employer contribution / active EE | $1,241 | $2,105-41.0% | $5,501-77.4% | $1,963-36.8% |
| Participant deferral / active EE | $1,138 | $2,204-48.4% | $4,871-76.6% | $3,054-62.7% |
| Admin fee / account holder | $133 | $418-68.1% | $13,027-99.0% | $504-73.5% |