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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,525 | $51,197-40.4% | $82,719-63.1% | $66,914-54.4% |
| Participation rate | 97.1% | 67.8%+29.3pp | 72.6%+24.6pp | 69.8%+27.3pp |
| Annual return | -15.78% | -9.64%-6.1pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,116 | $2,611-19.0% | $3,009-29.7% | $2,544-16.8% |
| Participant deferral / active EE | $4,504 | $3,458+30.3% | $4,395+2.5% | $4,237+6.3% |
| Admin fee / account holder | $72 | $416-82.6% | $5,329-98.6% | $593-87.8% |