Filed December 23, 2020
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,252 | $63,745-43.1% | $98,442-63.2% | $79,386-54.3% |
| Participation rate | 96.9% | 69.9%+27.1pp | 73.3%+23.6pp | 70.7%+26.2pp |
| Annual return | 14.74% | 625.80%-611.1pp | 1492.73%-1478.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,194 | $2,557-14.2% | $2,960-25.9% | $2,427-9.6% |
| Participant deferral / active EE | $4,665 | $3,303+41.2% | $4,276+9.1% | $4,046+15.3% |
| Admin fee / account holder | $80 | $516-84.6% | $5,949-98.7% | $626-87.3% |