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 | $60,261-8.9% | $81,783-32.9% | $74,546-26.4% |
| Participation rate | 98.3% | 62.9%+35.4pp | 72.4%+25.9pp | 67.2%+31.1pp |
| Annual return | 19.08% | 16.88%+2.2pp | 775.05%-756.0pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $2,751 | $2,622+4.9% | $2,913-5.6% | $2,624+4.8% |
| Participant deferral / active EE | $5,636 | $3,388+66.4% | $4,320+30.4% | $4,347+29.6% |
| Admin fee / account holder | $158 | $1,482-89.4% | $7,380-97.9% | $1,944-91.9% |