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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,708 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $74,677 | $63,299+18.0% | $91,001-17.9% | $62,292+19.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.77% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,937 | $1,807+228.6% | $2,456+141.8% | $2,042+190.7% |
| Participant deferral / active EE | $9,584 | $2,943+225.7% | $3,547+170.2% | $3,169+202.4% |
| Admin fee / account holder | $25 | $468-94.7% | $5,417-99.5% | $479-94.8% |