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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $11,646 |
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 | $88,633 | $69,362+27.8% | $101,248-12.5% | $73,488+20.6% |
| Participation rate | 98.5% | 68.4%+30.2pp | 75.8%+22.7pp | 70.7%+27.9pp |
| Annual return | 10.73% | 18.46%-7.7pp | 46.47%-35.7pp | 28.51%-17.8pp |
| Employer contribution / active EE | $3,964 | $2,628+50.8% | $3,660+8.3% | $2,270+74.6% |
| Participant deferral / active EE | $10,073 | $3,300+205.3% | $4,370+130.5% | $3,740+169.4% |
| Admin fee / account holder | $62 | $704-91.1% | $5,945-99.0% | $513-87.9% |