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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,963 |
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 | $57,400 | $54,368+5.6% | $117,039-51.0% | $62,292-7.9% |
| Participation rate | 91.9% | 64.9%+27.0pp | 77.2%+14.7pp | 69.5%+22.4pp |
| Annual return | 16.02% | 21.77%-5.8pp | 18.95%-2.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,378 | $1,692+99.7% | $3,785-10.7% | $2,042+65.4% |
| Participant deferral / active EE | $449 | $2,269-80.2% | $3,929-88.6% | $3,169-85.8% |
| Admin fee / account holder | $25 | $493-94.9% | $5,974-99.6% | $479-94.8% |