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 | $99,651 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,207 |
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 | $21,843 | $62,624-65.1% | $177,989-87.7% | $77,643-71.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 77.1%+19.4pp | 70.6%+25.9pp |
| Annual return | 14.21% | 16.16%-1.9pp | 294.48%-280.3pp | 31.24%-17.0pp |
| Employer contribution / active EE | $960 | $1,909-49.7% | $3,949-75.7% | $2,726-64.8% |
| Participant deferral / active EE | $3,186 | $4,219-24.5% | $6,276-49.2% | $4,647-31.4% |
| Admin fee / account holder | $127 | $386-67.0% | $10,363-98.8% | $430-70.4% |