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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,480 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,632 |
Annual investment return 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 | $89,606 | $99,957-10.4% | $149,696-40.1% | $73,488+21.9% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 13.14% | 53.87%-40.7pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,563 | $3,191-51.0% | $4,644-66.4% | $2,270-31.2% |
| Participant deferral / active EE | $4,481 | $6,073-26.2% | $6,842-34.5% | $3,740+19.8% |
| Admin fee / account holder | $173 | $551-68.7% | $9,309-98.1% | $513-66.4% |