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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,047 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,769 | $59,097+227.9% | $82,389+135.2% | $74,304+160.8% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 12.76% | 22.85%-10.1pp | 28.67%-15.9pp | 29.43%-16.7pp |
| Employer contribution / active EE | $7,654 | $1,601+378.1% | $2,517+204.1% | $2,241+241.5% |
| Participant deferral / active EE | $17,922 | $2,775+545.7% | $4,155+331.4% | $3,767+375.7% |
| Admin fee / account holder | $162 | $4,489-96.4% | $7,231-97.8% | $2,969-94.5% |