Filed February 22, 2023
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,515 | $51,197-46.3% | $82,719-66.7% | $66,914-58.9% |
| Participation rate | 92.6% | 67.8%+24.8pp | 72.6%+20.0pp | 69.8%+22.8pp |
| Annual return | -15.81% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,641 | $2,611+39.5% | $3,009+21.0% | $2,544+43.1% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $75 | $416-82.1% | $5,329-98.6% | $593-87.4% |