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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,766 | $44,642-51.2% | $91,220-76.1% | $66,914-67.5% |
| Participation rate | 87.7% | 64.9%+22.8pp | 73.2%+14.5pp | 69.8%+17.9pp |
| Annual return | 0.00% | -12.29%+12.3pp | 114.01%-114.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $633 | $1,706-62.9% | $2,850-77.8% | $2,544-75.1% |
| Participant deferral / active EE | $3,128 | $3,349-6.6% | $4,234-26.1% | $4,237-26.2% |
| Admin fee / account holder | $85 | $521-83.6% | $5,420-98.4% | $593-85.6% |