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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,141 |
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 | $86,457 | $65,118+32.8% | $76,768+12.6% | $55,725+55.1% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | -4.72% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,693 | $1,941-12.8% | $2,485-31.9% | $2,078-18.5% |
| Participant deferral / active EE | $5,372 | $3,688+45.6% | $3,852+39.5% | $3,356+60.1% |
| Admin fee / account holder | $132 | $116+14.3% | $6,675-98.0% | $115+14.9% |