Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $1,003 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,480 | $59,402-21.8% | $93,654-50.4% | $74,546-37.6% |
| Participation rate | 70.2% | 59.7%+10.6pp | 68.7%+1.5pp | 67.2%+3.0pp |
| Annual return | 12.11% | 81.86%-69.7pp | 133.34%-121.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $472 | $1,265-62.7% | $2,421-80.5% | $2,624-82.0% |
| Participant deferral / active EE | $2,013 | $3,049-34.0% | $4,413-54.4% | $4,347-53.7% |
| Admin fee / account holder | $10 | $3,023-99.7% | $8,282-99.9% | $1,944-99.5% |