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 | $3,004 |
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 | $97,464 | $60,165+62.0% | $74,183+31.4% | $55,167+76.7% |
| Participation rate | 97.1% | 74.2%+23.0pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 7.90% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,936 | $1,600+146.1% | $2,370+66.1% | $1,963+100.6% |
| Participant deferral / active EE | $6,333 | $2,973+113.0% | $3,550+78.4% | $3,054+107.4% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.2% |