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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,938 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,994 |
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 | $21,155 | $48,471-56.4% | $182,532-88.4% | $67,579-68.7% |
| Participation rate | 93.1% | 67.2%+25.9pp | 78.0%+15.1pp | 71.3%+21.8pp |
| Annual return | 26.23% | 31.08%-4.9pp | 148.54%-122.3pp | 378.56%-352.3pp |
| Employer contribution / active EE | $1,793 | $1,461+22.8% | $4,076-56.0% | $2,148-16.5% |
| Participant deferral / active EE | $3,108 | $3,324-6.5% | $5,524-43.7% | $3,539-12.2% |
| Admin fee / account holder | $177 | $151+17.3% | $8,592-97.9% | $142+24.6% |