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 3-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 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,832 | $76,774+506.8% | $112,228+315.1% | $77,904+498.0% |
| Participation rate | 99.8% | 80.2%+19.7pp | 75.1%+24.8pp | 73.7%+26.1pp |
| Annual return | 10.56% | -10.25%+20.8pp | 27.45%-16.9pp | 12.21%-1.7pp |
| Employer contribution / active EE | $25,339 | $3,977+537.2% | $3,635+597.2% | $2,848+789.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |