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 | $4,188 |
Employer 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 | $59,385 | $41,854+41.9% | $73,843-19.6% | $52,331+13.5% |
| Participation rate | 70.1% | 66.2%+3.8pp | 73.4%-3.4pp | 68.1%+2.0pp |
| Annual return | 1.50% | 2.11%-0.6pp | 2267.84%-2266.3pp | 4.54%-3.0pp |
| Employer contribution / active EE | $245 | $1,920-87.2% | $2,787-91.2% | $1,882-87.0% |
| Participant deferral / active EE | $1,229 | $2,498-50.8% | $3,583-65.7% | $3,022-59.3% |
| Admin fee / account holder | $41 | $493-91.6% | $4,880-99.2% | $592-93.0% |