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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,874 | $58,264-33.3% | $86,612-55.1% | $71,457-45.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 71.7%+26.0pp | 67.9%+29.8pp |
| Annual return | 17.79% | 21.63%-3.8pp | 591.07%-573.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,384 | $2,574-7.4% | $3,022-21.1% | $2,588-7.9% |
| Participant deferral / active EE | $4,858 | $3,436+41.4% | $4,438+9.5% | $4,289+13.3% |
| Admin fee / account holder | $72 | $1,057-93.2% | $5,614-98.7% | $1,587-95.5% |