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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,746 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,626 | $34,677-60.7% | $77,024-82.3% | $64,808-79.0% |
| Participation rate | 90.4% | 49.8%+40.5pp | 67.9%+22.5pp | 71.5%+18.9pp |
| Annual return | -18.05% | -5.33%-12.7pp | 42.32%-60.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $4,299 | $1,370+213.8% | $2,812+52.9% | $2,506+71.6% |
| Participant deferral / active EE | $507 | $2,556-80.2% | $4,426-88.5% | $4,310-88.2% |
| Admin fee / account holder | $154 | $179-13.6% | $5,425-97.2% | $188-17.9% |