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 | $16,246 |
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 | $57,361 | $65,376-12.3% | $87,100-34.1% | $65,185-12.0% |
| Participation rate | 82.1% | 75.3%+6.7pp | 76.9%+5.2pp | 70.2%+11.9pp |
| Annual return | 25.16% | 31.27%-6.1pp | 28.19%-3.0pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,857 | $1,822+1.9% | $2,521-26.3% | $2,177-14.7% |
| Participant deferral / active EE | $5,276 | $3,388+55.7% | $4,049+30.3% | $3,514+50.1% |
| Admin fee / account holder | $125 | $520-76.0% | $7,497-98.3% | $847-85.2% |