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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $16,868 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,323 |
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 | $75,297 | $79,523-5.3% | $140,016-46.2% | $56,287+33.8% |
| Participation rate | 71.3% | 85.7%-14.4pp | 87.5%-16.2pp | 69.9%+1.4pp |
| Annual return | -4.95% | 2.39%-7.3pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,223 | $3,350-3.8% | $5,606-42.5% | $2,111+52.7% |
| Participant deferral / active EE | $4,601 | $5,129-10.3% | $6,927-33.6% | $3,350+37.4% |
| Admin fee / account holder | $81 | $614-86.8% | $10,705-99.2% | $521-84.4% |