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 9-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 | $21,695 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,250 | $66,302-86.0% | $110,238-91.6% | $56,287-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -3.15% | -1.18%-2.0pp | 314.74%-317.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,013 | $2,047-50.5% | $3,826-73.5% | $2,111-52.0% |
| Participant deferral / active EE | $405 | $3,381-88.0% | $4,672-91.3% | $3,350-87.9% |
| Admin fee / account holder | $92 | $698-86.8% | $8,547-98.9% | $521-82.4% |