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 | $945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,260 | $47,977-72.4% | $154,107-91.4% | $56,287-76.4% |
| Participation rate | 90.2% | 66.2%+24.0pp | 83.0%+7.1pp | 69.9%+20.3pp |
| Annual return | 0.13% | 3.54%-3.4pp | 735.12%-735.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,052 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |