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 | $22,500 |
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 | $83,131 | $59,186+40.5% | $76,768+8.3% | $56,287+47.7% |
| Participation rate | 75.2% | 75.2%0pp | 77.0%-1.8pp | 69.9%+5.3pp |
| Annual return | -4.89% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,767 | $1,759+0.5% | $2,485-28.9% | $2,111-16.3% |
| Participant deferral / active EE | $6,500 | $3,255+99.7% | $3,852+68.8% | $3,350+94.0% |
| Admin fee / account holder | $163 | $489-66.7% | $6,675-97.6% | $521-68.7% |