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 | $104,982 |
Service code 49 · EIN 74-2794194 | Other Services | $22,155 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,279 | $52,293-47.8% | $178,490-84.7% | $73,409-62.8% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.7pp | 72.2%+6.1pp |
| Annual return | 14.81% | 34.75%-19.9pp | 151.07%-136.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $188 | $1,735-89.1% | $5,011-96.2% | $2,234-91.6% |
| Participant deferral / active EE | $3,034 | $2,332+30.1% | $5,202-41.7% | $3,805-20.3% |
| Admin fee / account holder | $163 | $127+27.6% | $13,984-98.8% | $158+2.9% |