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 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,583 | $46,292+41.7% | $143,757-54.4% | $64,808+1.2% |
| Participation rate | 96.6% | 64.2%+32.4pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | 56.90% | -10.05%+66.9pp | -0.04%+56.9pp | 32.82%+24.1pp |
| Employer contribution / active EE | $2,309 | $1,910+20.9% | $4,951-53.4% | $2,506-7.9% |
| Participant deferral / active EE | $4,845 | $2,646+83.1% | $5,637-14.0% | $4,310+12.4% |
| Admin fee / account holder | $119 | $154-22.7% | $14,673-99.2% | $188-36.7% |