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 LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $204,283 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT Service code 21 · EIN 62-1437218 | Bank Trustee | $8,015 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,585 | $95,388-54.3% | $125,339-65.2% | $77,904-44.1% |
| Participation rate | 85.0% | 78.6%+6.4pp | 82.4%+2.6pp | 73.7%+11.3pp |
| Annual return | 0.06% | 116.19%-116.1pp | 572.05%-572.0pp | 12.21%-12.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $181 | $119+52.1% | $10,010-98.2% | $133+36.4% |