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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,699 |
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 | $109,306 | $70,002+56.1% | $115,037-5.0% | $52,331+108.9% |
| Participation rate | 74.2% | 72.1%+2.1pp | 81.4%-7.2pp | 68.1%+6.1pp |
| Annual return | 0.93% | 4.04%-3.1pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,526 | $2,715-43.8% | $4,608-66.9% | $1,882-18.9% |
| Participant deferral / active EE | $7,019 | $4,920+42.7% | $6,026+16.5% | $3,022+132.2% |
| Admin fee / account holder | $22 | $566-96.0% | $8,175-99.7% | $592-96.2% |