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 | $4,291 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,772 | $75,828-89.8% | $147,614-94.7% | $59,632-87.0% |
| Participation rate | 80.2% | 71.6%+8.7pp | 84.6%-4.4pp | 68.7%+11.5pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,004 | $3,485-71.2% | $5,564-82.0% | $2,203-54.4% |
| Participant deferral / active EE | $2,111 | $3,130-32.6% | $4,895-56.9% | $3,192-33.9% |
| Admin fee / account holder | $76 | $5,985-98.7% | $11,611-99.3% | $4,297-98.2% |