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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,317 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,142 | $56,054+28.7% | $171,082-57.8% | $62,891+14.7% |
| Participation rate | 98.8% | 62.9%+36.0pp | 76.7%+22.1pp | 69.3%+29.5pp |
| Annual return | 6.42% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,414 | $1,731-18.3% | $4,002-64.7% | $2,281-38.0% |
| Participant deferral / active EE | $2,922 | $3,158-7.5% | $4,797-39.1% | $3,203-8.8% |
| Admin fee / account holder | $33 | $3,647-99.1% | $8,520-99.6% | $4,296-99.2% |