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 | $2,559 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,481 | $58,726-71.9% | $92,233-82.1% | $62,292-73.5% |
| Participation rate | 79.6% | 68.3%+11.3pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 15.54% | 43.62%-28.1pp | 176.28%-160.7pp | 28.90%-13.4pp |
| Employer contribution / active EE | $487 | $2,392-79.6% | $3,679-86.8% | $2,042-76.1% |
| Participant deferral / active EE | $1,325 | $2,766-52.1% | $3,897-66.0% | $3,169-58.2% |
| Admin fee / account holder | $28 | $556-95.1% | $5,194-99.5% | $479-94.3% |