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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,711 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,130 | $62,586-51.9% | $76,768-60.8% | $64,186-53.1% |
| Participation rate | 94.3% | 72.8%+21.5pp | 77.0%+17.4pp | 69.6%+24.8pp |
| Annual return | -44.22% | -1.95%-42.3pp | 2.43%-46.7pp | 7.63%-51.9pp |
| Employer contribution / active EE | $2,258 | $1,832+23.3% | $2,485-9.1% | $2,381-5.1% |
| Participant deferral / active EE | $4,167 | $3,145+32.5% | $3,852+8.2% | $3,470+20.1% |
| Admin fee / account holder | $70 | $4,667-98.5% | $6,675-99.0% | $4,888-98.6% |