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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,997 |
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 | $18,129 | $40,385-55.1% | $80,569-77.5% | $74,419-75.6% |
| Participation rate | 93.3% | 47.4%+45.9pp | 67.0%+26.3pp | 70.7%+22.6pp |
| Annual return | 15.44% | 164.85%-149.4pp | 935.43%-920.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $4,730 | $1,496+216.1% | $2,723+73.7% | $2,637+79.3% |
| Participant deferral / active EE | $327 | $2,674-87.8% | $4,447-92.6% | $4,528-92.8% |
| Admin fee / account holder | $188 | $720-73.8% | $5,377-96.5% | $348-45.9% |