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 | $14,082 |
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 | $179,406 | $50,637+254.3% | $86,590+107.2% | $62,292+188.0% |
| Participation rate | 99.5% | 67.9%+31.6pp | 73.5%+25.9pp | 69.5%+29.9pp |
| Annual return | 21.55% | 20.80%+0.8pp | 964.84%-943.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $15,940 | $2,075+668.1% | $2,839+461.4% | $2,042+680.5% |
| Participant deferral / active EE | $11,521 | $2,611+341.2% | $3,609+219.3% | $3,169+263.5% |
| Admin fee / account holder | $61 | $413-85.3% | $4,906-98.8% | $479-87.3% |