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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,897 |
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 | $81,694 | $62,672+30.4% | $185,117-55.9% | $70,131+16.5% |
| Participation rate | 97.8% | 63.8%+34.0pp | 77.3%+20.5pp | 69.5%+28.2pp |
| Annual return | 16.12% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,898 | $1,753+8.3% | $4,182-54.6% | $2,342-19.0% |
| Participant deferral / active EE | $3,147 | $3,272-3.8% | $5,045-37.6% | $3,332-5.6% |
| Admin fee / account holder | $27 | $3,932-99.3% | $8,159-99.7% | $4,645-99.4% |