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 4-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 | $11,567 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,950 | $48,750-87.8% | $88,946-93.3% | $74,304-92.0% |
| Participation rate | 86.2% | 44.5%+41.7pp | 68.8%+17.3pp | 60.3%+25.8pp |
| Annual return | 18.36% | 25.91%-7.5pp | 57.82%-39.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,319 | $2,423-45.6% | $4,581-71.2% | $3,767-65.0% |
| Admin fee / account holder | $125 | $3,756-96.7% | $8,261-98.5% | $2,969-95.8% |