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 | $14,978 |
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 | $178,195 | $44,873+297.1% | $79,464+124.2% | $56,287+216.6% |
| Participation rate | 98.9% | 68.7%+30.2pp | 73.3%+25.5pp | 69.9%+29.0pp |
| Annual return | -4.88% | 0.81%-5.7pp | 718.14%-723.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $15,590 | $2,140+628.5% | $2,800+456.7% | $2,111+638.5% |
| Participant deferral / active EE | $11,930 | $2,746+334.5% | $3,704+222.1% | $3,350+256.2% |
| Admin fee / account holder | $61 | $418-85.4% | $5,113-98.8% | $521-88.3% |