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 | $92,577 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,521 | $88,890+35.6% | $102,423+17.7% | $77,643+55.2% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 13.75% | 24.98%-11.2pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,358 | $2,698-12.6% | $3,023-22.0% | $2,726-13.5% |
| Participant deferral / active EE | $7,437 | $5,145+44.5% | $5,053+47.2% | $4,647+60.0% |
| Admin fee / account holder | $212 | $235-9.9% | $9,451-97.8% | $430-50.7% |