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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,732 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,217 | $46,173-67.0% | $170,442-91.1% | $69,631-78.1% |
| Participation rate | 75.3% | 63.9%+11.4pp | 83.6%-8.3pp | 70.7%+4.6pp |
| Annual return | 8.80% | 21.62%-12.8pp | 205.93%-197.1pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $608 | $1,610-62.2% | $5,433-88.8% | $2,032-70.1% |
| Participant deferral / active EE | $882 | $2,080-57.6% | $4,939-82.1% | $3,224-72.6% |
| Admin fee / account holder | $39 | $116-66.2% | $13,880-99.7% | $110-64.5% |