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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,656 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, INC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $49,744 |
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 | $87,602 | $56,443+55.2% | $83,848+4.5% | $55,725+57.2% |
| Participation rate | 95.0% | 72.0%+22.9pp | 76.1%+18.8pp | 70.9%+24.1pp |
| Annual return | -4.34% | 393.67%-398.0pp | 850.88%-855.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,180 | $2,682-18.7% | $3,631-40.0% | $2,078+4.9% |
| Participant deferral / active EE | $7,547 | $2,965+154.6% | $4,082+84.9% | $3,356+124.9% |
| Admin fee / account holder | $269 | $156+72.5% | $5,478-95.1% | $115+133.9% |