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 | $6,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,277 | $86,929-49.1% | $102,423-56.8% | $80,856-45.2% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.6%+23.2pp |
| Annual return | 13.25% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,177 | $2,369-8.1% | $3,023-28.0% | $2,755-21.0% |
| Participant deferral / active EE | $3,642 | $4,118-11.6% | $5,053-27.9% | $4,296-15.2% |
| Admin fee / account holder | $59 | $8,049-99.3% | $9,451-99.4% | $6,918-99.1% |