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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,303 |
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 | $207,106 | $51,620+301.2% | $90,281+129.4% | $65,185+217.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 22.47% | 24.94%-2.5pp | 78.10%-55.6pp | 29.38%-6.9pp |
| Employer contribution / active EE | $15,582 | $2,235+597.3% | $2,854+445.9% | $2,177+615.9% |
| Participant deferral / active EE | $11,404 | $2,871+297.3% | $3,885+193.5% | $3,514+224.6% |
| Admin fee / account holder | $93 | $384-75.8% | $5,351-98.3% | $847-89.0% |