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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,649 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,580 | $70,908+39.0% | $98,907-0.3% | $73,488+34.1% |
| Participation rate | 89.0% | 73.8%+15.3pp | 76.0%+13.0pp | 70.7%+18.3pp |
| Annual return | 16.90% | 34.17%-17.3pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $807 | $2,036-60.4% | $2,689-70.0% | $2,270-64.4% |
| Participant deferral / active EE | $5,203 | $3,500+48.7% | $4,244+22.6% | $3,740+39.1% |
| Admin fee / account holder | $191 | $535-64.2% | $6,642-97.1% | $513-62.7% |