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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,963 |
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 | $1,722,475 | $85,135+1923.2% | $98,907+1641.5% | $73,409+2246.4% |
| Participation rate | 97.1% | 81.1%+15.9pp | 76.0%+21.0pp | 72.2%+24.9pp |
| Annual return | 109.67% | 19.14%+90.5pp | 196.43%-86.8pp | 59.29%+50.4pp |
| Employer contribution / active EE | $20,833 | $2,721+665.7% | $2,689+674.8% | $2,234+832.7% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $13 | $139-90.6% | $6,642-99.8% | $158-91.7% |