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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,823 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $88,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,897 | $110,483+50.2% | $145,433+14.1% | $79,634+108.3% |
| Participation rate | 84.7% | 71.1%+13.6pp | 82.1%+2.6pp | 62.5%+22.2pp |
| Annual return | 16.31% | 24.62%-8.3pp | 66.58%-50.3pp | 36.46%-20.1pp |
| Employer contribution / active EE | $3,528 | $4,053-12.9% | $4,554-22.5% | $2,529+39.5% |
| Participant deferral / active EE | $9,739 | $7,216+35.0% | $7,897+23.3% | $3,835+154.0% |
| Admin fee / account holder | $286 | $680-57.9% | $13,129-97.8% | $1,002-71.4% |