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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $105,487 | $44,873+135.1% | $79,464+32.7% | $56,287+87.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.44% | 0.81%-7.2pp | 718.14%-724.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $11,145 | $2,140+420.8% | $2,800+298.0% | $2,111+427.9% |
| Participant deferral / active EE | $11,610 | $2,746+322.8% | $3,704+213.5% | $3,350+246.6% |
| Admin fee / account holder | $3 | $418-99.2% | $5,113-99.9% | $521-99.4% |