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 | $1,904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,936 | $61,272-95.2% | $149,673-98.0% | $71,457-95.9% |
| Participation rate | 99.3% | 62.5%+36.8pp | 78.8%+20.6pp | 67.9%+31.4pp |
| Annual return | 23.93% | 35.85%-11.9pp | 134.42%-110.5pp | 28.85%-4.9pp |
| Employer contribution / active EE | $1,793 | $2,378-24.6% | $4,818-62.8% | $2,588-30.7% |
| Participant deferral / active EE | $118 | $2,917-95.9% | $5,680-97.9% | $4,289-97.2% |
| Admin fee / account holder | $12 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |