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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,031 |
Service code 49 · EIN 74-2794194 | Other Services | $18,502 |
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 | $24,317 | $62,928-61.4% | $172,739-85.9% | $67,579-64.0% |
| Participation rate | 73.5% | 64.5%+9.0pp | 82.6%-9.2pp | 71.3%+2.2pp |
| Annual return | 18.23% | 30.36%-12.1pp | 802.84%-784.6pp | 378.56%-360.3pp |
| Employer contribution / active EE | $723 | $1,636-55.8% | $5,143-85.9% | $2,148-66.3% |
| Participant deferral / active EE | $2,614 | $2,145+21.9% | $5,198-49.7% | $3,539-26.2% |
| Admin fee / account holder | $155 | $167-7.0% | $13,954-98.9% | $142+8.9% |