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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,553 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,181 | $89,739-37.4% | $149,718-62.5% | $62,292-9.8% |
| Participation rate | 85.0% | 85.1%-0.1pp | 87.1%-2.0pp | 69.5%+15.5pp |
| Annual return | 18.46% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,166 | $3,233-63.9% | $5,445-78.6% | $2,042-42.9% |
| Participant deferral / active EE | $4,978 | $4,797+3.8% | $6,569-24.2% | $3,169+57.1% |
| Admin fee / account holder | $46 | $551-91.6% | $11,283-99.6% | $479-90.3% |