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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,088 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
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 | $51,464 | $64,909-20.7% | $82,313-37.5% | $62,292-17.4% |
| Participation rate | 98.6% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 17.90% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,148 | $1,676+28.2% | $2,428-11.5% | $2,042+5.2% |
| Participant deferral / active EE | $5,913 | $3,103+90.5% | $3,706+59.5% | $3,169+86.6% |
| Admin fee / account holder | $19 | $440-95.7% | $5,608-99.7% | $479-96.0% |