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 | $1,405 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,053 | $136,307-40.5% | $106,619-24.0% | $273,961-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 2.96% | 11.05%-8.1pp | 9.42%-6.5pp | 41.45%-38.5pp |
| Employer contribution / active EE | $13,862 | $5,190+167.1% | $3,947+251.2% | $4,869+184.7% |
| Participant deferral / active EE | $1,295 | $4,969-73.9% | $3,930-67.0% | $5,287-75.5% |
| Admin fee / account holder | $47 | $8,625-99.5% | $6,418-99.3% | $10,132-99.5% |