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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,738 | $50,815+29.4% | $155,509-57.7% | $77,643-15.3% |
| Participation rate | 97.8% | 63.1%+34.7pp | 78.2%+19.6pp | 70.6%+27.2pp |
| Annual return | 15.56% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,111 | $1,993+6.0% | $4,672-54.8% | $2,726-22.5% |
| Participant deferral / active EE | $4,601 | $2,822+63.1% | $5,626-18.2% | $4,647-1.0% |
| Admin fee / account holder | $115 | $437-73.7% | $15,912-99.3% | $430-73.3% |