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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,769 |
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 | $51,491 | $50,643+1.7% | $106,619-51.7% | $55,167-6.7% |
| Participation rate | 84.1% | 65.6%+18.6pp | 78.0%+6.1pp | 69.0%+15.1pp |
| Annual return | 6.58% | 7.02%-0.4pp | 9.42%-2.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,311 | $1,626+103.7% | $3,947-16.1% | $1,963+68.7% |
| Participant deferral / active EE | $304 | $2,208-86.2% | $3,930-92.3% | $3,054-90.1% |
| Admin fee / account holder | $25 | $488-94.8% | $6,418-99.6% | $504-95.0% |