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 | $13,885 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $50,522 | $59,186-14.6% | $76,768-34.2% | $56,287-10.2% |
| Participation rate | 80.7% | 75.2%+5.5pp | 77.0%+3.7pp | 69.9%+10.8pp |
| Annual return | -3.35% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,861 | $1,759+5.8% | $2,485-25.1% | $2,111-11.9% |
| Participant deferral / active EE | $5,242 | $3,255+61.1% | $3,852+36.1% | $3,350+56.5% |
| Admin fee / account holder | $105 | $489-78.5% | $6,675-98.4% | $521-79.8% |