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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,072 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,433 |
Annual investment return 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 | $37,409 | $49,915-25.1% | $154,803-75.8% | $74,304-49.7% |
| Participation rate | 91.1% | 54.0%+37.1pp | 78.1%+13.0pp | 60.3%+30.7pp |
| Annual return | 10.27% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.2pp |
| Employer contribution / active EE | $2,263 | $1,611+40.5% | $4,305-47.4% | $2,241+1.0% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $119 | $2,189-94.6% | $14,329-99.2% | $2,969-96.0% |