Filed November 12, 2020
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 | $22,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,886 | $60,323-9.0% | $81,812-32.9% | $74,495-26.3% |
| Participation rate | 98.3% | 62.9%+35.4pp | 72.3%+25.9pp | 67.2%+31.1pp |
| Annual return | 19.08% | 16.90%+2.2pp | 773.79%-754.7pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $2,751 | $2,620+5.0% | $2,912-5.5% | $2,623+4.9% |
| Participant deferral / active EE | $5,636 | $3,387+66.4% | $4,319+30.5% | $4,346+29.7% |
| Admin fee / account holder | $158 | $1,486-89.4% | $7,386-97.9% | $1,942-91.9% |