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 | $4,551 |
Participant 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 | $46,240 | $47,969-3.6% | $85,969-46.2% | $52,331-11.6% |
| Participation rate | 82.2% | 61.7%+20.5pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | -0.83% | -0.13%-0.7pp | 9.32%-10.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $3,234 | $1,460+121.5% | $3,474-6.9% | $1,882+71.9% |
| Participant deferral / active EE | $172 | $2,110-91.9% | $3,829-95.5% | $3,022-94.3% |
| Admin fee / account holder | $30 | $530-94.4% | $6,053-99.5% | $592-95.0% |