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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,664 |
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 | $11,259 | $38,925-71.1% | $73,843-84.8% | $55,191-79.6% |
| Participation rate | 97.8% | 66.0%+31.8pp | 73.4%+24.4pp | 69.2%+28.7pp |
| Annual return | -0.42% | 6.31%-6.7pp | 2267.84%-2268.3pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,274 | $1,695-24.8% | $2,787-54.3% | $1,899-32.9% |
| Participant deferral / active EE | $58 | $2,351-97.6% | $3,583-98.4% | $3,046-98.1% |
| Admin fee / account holder | $60 | $83-27.3% | $4,880-98.8% | $91-33.6% |