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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,278 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $905 |
Employer 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 | $51,484 | $55,449-7.2% | $83,848-38.6% | $56,287-8.5% |
| Participation rate | 96.9% | 68.0%+28.9pp | 76.1%+20.8pp | 69.9%+27.1pp |
| Annual return | 11.21% | -1.38%+12.6pp | 850.88%-839.7pp | -9.96%+21.2pp |
| Employer contribution / active EE | $344 | $2,430-85.8% | $3,631-90.5% | $2,111-83.7% |
| Participant deferral / active EE | $3,006 | $2,935+2.4% | $4,082-26.3% | $3,350-10.3% |
| Admin fee / account holder | $6 | $656-99.0% | $5,478-99.9% | $521-98.8% |