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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $254,586 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,723 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,787 | $110,299+14.9% | $102,423+23.8% | $199,593-36.5% |
| Participation rate | 96.1% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 12.08% | 35.73%-23.7pp | 29.32%-17.2pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,493 | $3,603-30.8% | $3,023-17.6% | $3,034-17.9% |
| Participant deferral / active EE | $6,236 | $6,376-2.2% | $5,053+23.4% | $5,087+22.6% |
| Admin fee / account holder | $132 | $122+8.0% | $9,451-98.6% | $269-50.9% |