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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,393 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,364 | $46,732-15.8% | $156,549-74.9% | $55,167-28.6% |
| Participation rate | 86.5% | 65.8%+20.7pp | 84.0%+2.5pp | 69.0%+17.5pp |
| Annual return | 6.13% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,540 | $2,105-26.8% | $5,501-72.0% | $1,963-21.5% |
| Participant deferral / active EE | $2,513 | $2,204+14.0% | $4,871-48.4% | $3,054-17.7% |
| Admin fee / account holder | $19 | $418-95.5% | $13,027-99.9% | $504-96.3% |