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 | $12,703 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,010 | $58,879-88.1% | $178,490-96.1% | $73,488-90.5% |
| Participation rate | 83.1% | 66.2%+16.8pp | 81.9%+1.1pp | 70.7%+12.4pp |
| Annual return | 18.52% | 24.86%-6.3pp | 151.07%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $593 | $2,236-73.5% | $5,011-88.2% | $2,270-73.9% |
| Participant deferral / active EE | $1,410 | $2,567-45.1% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $80 | $400-80.0% | $13,984-99.4% | $513-84.4% |