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 | $19,212 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $943,612 | $74,347+1169.2% | $93,606+908.1% | $67,579+1296.3% |
| Participation rate | 90.6% | 80.6%+9.9pp | 75.8%+14.7pp | 71.3%+19.3pp |
| Annual return | 25.00% | 28.07%-3.1pp | 32.76%-7.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $24,675 | $2,583+855.3% | $2,718+807.8% | $2,148+1048.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $63 | $123-48.4% | $7,888-99.2% | $142-55.5% |