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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,796 |
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 | $50,563 | $66,180-23.6% | $118,746-57.4% | $62,292-18.8% |
| Participation rate | 95.9% | 71.3%+24.7pp | 78.3%+17.7pp | 69.5%+26.4pp |
| Annual return | 17.20% | 60.89%-43.7pp | 24.54%-7.3pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,881 | $3,183-9.5% | $4,193-31.3% | $2,042+41.1% |
| Participant deferral / active EE | $7,035 | $4,247+65.7% | $5,332+31.9% | $3,169+122.0% |
| Admin fee / account holder | $190 | $753-74.8% | $10,720-98.2% | $479-60.5% |