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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,992 |
Annual investment return 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 | $31,296 | $54,517-42.6% | $75,972-58.8% | $74,495-58.0% |
| Participation rate | 92.0% | 60.3%+31.7pp | 69.1%+22.9pp | 67.2%+24.8pp |
| Annual return | 8.89% | 31.82%-22.9pp | 359.55%-350.7pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,256 | $1,777+26.9% | $2,685-16.0% | $2,623-14.0% |
| Participant deferral / active EE | $2,971 | $3,066-3.1% | $4,255-30.2% | $4,346-31.6% |
| Admin fee / account holder | $152 | $2,229-93.2% | $6,467-97.7% | $1,942-92.2% |