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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,222 |
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 | $83,779 | $72,770+15.1% | $67,652+23.8% | $55,191+51.8% |
| Participation rate | 98.5% | 78.8%+19.8pp | 75.7%+22.9pp | 69.2%+29.4pp |
| Annual return | 0.74% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,423 | $1,769-19.5% | $2,266-37.2% | $1,899-25.0% |
| Participant deferral / active EE | $4,821 | $3,408+41.5% | $3,560+35.4% | $3,046+58.3% |
| Admin fee / account holder | $35 | $79-55.7% | $4,821-99.3% | $91-61.6% |