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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,299 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,096 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,647 | $65,322-59.2% | $70,449-62.2% | $73,488-63.7% |
| Participation rate | 94.3% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.6pp |
| Annual return | 12.82% | 15.71%-2.9pp | 109.03%-96.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,141 | $2,460-53.6% | $2,737-58.3% | $2,270-49.7% |
| Participant deferral / active EE | $2,907 | $3,375-13.9% | $3,709-21.6% | $3,740-22.3% |
| Admin fee / account holder | $177 | $214-17.1% | $3,845-95.4% | $513-65.4% |