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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $615 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,943 | $55,453-76.7% | $170,442-92.4% | $62,292-79.2% |
| Participation rate | 88.5% | 66.4%+22.2pp | 83.6%+4.9pp | 69.5%+19.0pp |
| Annual return | 13.43% | 21.38%-7.9pp | 205.93%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $927 | $2,303-59.8% | $4,939-81.2% | $3,169-70.8% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |