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 | $26,765 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,905 | $62,928-62.0% | $172,739-86.2% | $67,579-64.6% |
| Participation rate | 59.6% | 64.5%-4.9pp | 82.6%-23.0pp | 71.3%-11.7pp |
| Annual return | 20.97% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $795 | $1,636-51.4% | $5,143-84.5% | $2,148-63.0% |
| Participant deferral / active EE | $1,247 | $2,145-41.9% | $5,198-76.0% | $3,539-64.8% |
| Admin fee / account holder | $68 | $167-59.3% | $13,954-99.5% | $142-52.4% |