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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,514 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,959 |
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 | $80,595 | $89,652-10.1% | $141,162-42.9% | $65,185+23.6% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+16.0pp | 70.2%+28.2pp |
| Annual return | 23.24% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,291 | $3,065-57.9% | $4,735-72.7% | $2,177-40.7% |
| Participant deferral / active EE | $4,281 | $5,691-24.8% | $6,709-36.2% | $3,514+21.8% |
| Admin fee / account holder | $197 | $569-65.3% | $10,261-98.1% | $847-76.7% |