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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,604 |
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 | $17,044 | $46,732-63.5% | $156,549-89.1% | $55,167-69.1% |
| Participation rate | 81.5% | 65.8%+15.7pp | 84.0%-2.5pp | 69.0%+12.5pp |
| Annual return | 5.08% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $311 | $2,105-85.2% | $5,501-94.3% | $1,963-84.2% |
| Participant deferral / active EE | $1,346 | $2,204-39.0% | $4,871-72.4% | $3,054-55.9% |
| Admin fee / account holder | $25 | $418-94.0% | $13,027-99.8% | $504-95.0% |