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 4-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 | $3,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,316 | $84,487-13.2% | $125,339-41.5% | $66,914+9.6% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.7pp | 69.8%+9.9pp |
| Annual return | -16.68% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $6,468 | $3,553+82.1% | $4,814+34.4% | $2,544+154.2% |
| Participant deferral / active EE | $7,143 | $6,781+5.3% | $7,446-4.1% | $4,237+68.6% |
| Admin fee / account holder | $14 | $685-98.0% | $10,010-99.9% | $593-97.7% |