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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,913 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,966 | $57,108+141.6% | $94,224+46.4% | $52,331+163.6% |
| Participation rate | 99.4% | 72.9%+26.5pp | 78.8%+20.6pp | 68.1%+31.3pp |
| Annual return | 0.20% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,353 | $1,735+35.6% | $3,587-34.4% | $1,882+25.0% |
| Participant deferral / active EE | $10,603 | $3,040+248.8% | $4,320+145.4% | $3,022+250.8% |
| Admin fee / account holder | $14 | $546-97.4% | $6,269-99.8% | $592-97.6% |