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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,387 | $67,984-90.6% | $65,493-90.2% | $74,304-91.4% |
| Participation rate | 72.9% | 66.3%+6.6pp | 73.1%-0.2pp | 60.3%+12.5pp |
| Annual return | 12.57% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $976 | $3,346-70.8% | $3,961-75.4% | $3,767-74.1% |
| Admin fee / account holder | $100 | $1,373-92.7% | $5,028-98.0% | $2,969-96.6% |