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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,072 | $60,323-20.3% | $81,812-41.2% | $74,495-35.5% |
| Participation rate | 98.2% | 62.9%+35.4pp | 72.3%+25.9pp | 67.2%+31.0pp |
| Annual return | 25.07% | 16.90%+8.2pp | 773.79%-748.7pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $2,397 | $2,620-8.5% | $2,912-17.7% | $2,623-8.6% |
| Participant deferral / active EE | $5,228 | $3,387+54.3% | $4,319+21.0% | $4,346+20.3% |
| Admin fee / account holder | $104 | $1,486-93.0% | $7,386-98.6% | $1,942-94.7% |