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 | $605 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,107 | $46,745-97.6% | $60,547-98.2% | $52,331-97.9% |
| Participation rate | 91.7% | 58.6%+33.1pp | 68.0%+23.8pp | 68.1%+23.6pp |
| Annual return | 0.00% | 0.61%-0.6pp | 335.64%-335.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $252 | $1,259-80.0% | $2,419-89.6% | $1,882-86.6% |
| Participant deferral / active EE | $803 | $2,145-62.6% | $3,328-75.9% | $3,022-73.4% |
| Admin fee / account holder | $4 | $537-99.3% | $4,536-99.9% | $592-99.4% |