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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,437 |
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 | $158,034 | $55,449+185.0% | $83,848+88.5% | $56,287+180.8% |
| Participation rate | 97.2% | 68.0%+29.2pp | 76.1%+21.0pp | 69.9%+27.3pp |
| Annual return | -5.39% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $4,581 | $2,430+88.5% | $3,631+26.2% | $2,111+117.0% |
| Participant deferral / active EE | $7,093 | $2,935+141.6% | $4,082+73.8% | $3,350+111.8% |
| Admin fee / account holder | $20 | $656-97.0% | $5,478-99.6% | $521-96.2% |