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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,234 |
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 | $52,988 | $70,667-25.0% | $123,104-57.0% | $52,331+1.3% |
| Participation rate | 86.7% | 83.7%+3.0pp | 86.8%0pp | 68.1%+18.6pp |
| Annual return | -0.30% | 6.23%-6.5pp | 13.22%-13.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,066 | $2,946-29.9% | $5,151-59.9% | $1,882+9.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $13 | $506-97.4% | $9,015-99.9% | $592-97.8% |