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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,940 |
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 | $17,169 | $55,449-69.0% | $83,848-79.5% | $56,287-69.5% |
| Participation rate | 76.6% | 68.0%+8.6pp | 76.1%+0.4pp | 69.9%+6.7pp |
| Annual return | -6.30% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $537 | $2,430-77.9% | $3,631-85.2% | $2,111-74.5% |
| Participant deferral / active EE | $1,327 | $2,935-54.8% | $4,082-67.5% | $3,350-60.4% |
| Admin fee / account holder | $31 | $656-95.2% | $5,478-99.4% | $521-94.0% |