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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $238,238 |
INFINEX INVESTMENTS INC3 years Service code 49 · EIN 06-1367288 | Other Services | $47,814 |
Annual investment return 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 | $52,129 | $105,190-50.4% | $98,907-47.3% | $90,288-42.3% |
| Participation rate | 90.8% | 86.4%+4.5pp | 76.0%+14.8pp | 73.4%+17.5pp |
| Annual return | 11.95% | 18.52%-6.6pp | 196.43%-184.5pp | 53.97%-42.0pp |
| Employer contribution / active EE | $1,962 | $3,831-48.8% | $2,689-27.0% | $2,524-22.3% |
| Participant deferral / active EE | $3,166 | $5,616-43.6% | $4,244-25.4% | $4,232-25.2% |
| Admin fee / account holder | $185 | $97+89.6% | $6,642-97.2% | $114+61.8% |