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 | $44,669 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,745 | $28,416-20.0% | $73,545-69.1% | $69,631-67.3% |
| Participation rate | 93.0% | 38.3%+54.7pp | 54.9%+38.1pp | 70.7%+22.4pp |
| Annual return | 21.10% | -694.13%+715.2pp | -15.16%+36.3pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,614 | $897+525.9% | $1,806+210.9% | $3,224+74.2% |
| Admin fee / account holder | $93 | $104-10.8% | $2,320-96.0% | $110-15.7% |