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 | $69,109 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,106 |
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 | $78,543 | $54,590+43.9% | $81,930-4.1% | $73,488+6.9% |
| Participation rate | 92.4% | 68.3%+24.1pp | 72.0%+20.4pp | 70.7%+21.7pp |
| Annual return | 14.14% | 17.74%-3.6pp | 29.49%-15.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,092 | $1,636+27.9% | $4,310-51.5% | $2,270-7.8% |
| Participant deferral / active EE | $3,975 | $2,759+44.1% | $7,107-44.1% | $3,740+6.3% |
| Admin fee / account holder | $279 | $592-52.9% | $5,158-94.6% | $513-45.7% |