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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $8,217 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,706 |
Annual investment return 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 | $62,624 | $89,652-30.1% | $141,162-55.6% | $65,185-3.9% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 19.38% | 32.79%-13.4pp | 71.39%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,490 | $3,065-18.7% | $4,735-47.4% | $2,177+14.4% |
| Participant deferral / active EE | $5,111 | $5,691-10.2% | $6,709-23.8% | $3,514+45.5% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |