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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $1,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,324 | $64,119-4.4% | $112,228-45.4% | $66,914-8.4% |
| Participation rate | 74.8% | 68.5%+6.3pp | 75.1%-0.3pp | 69.8%+5.0pp |
| Annual return | -13.60% | -13.81%+0.2pp | 27.45%-41.0pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,436 | $3,005-19.0% | $3,635-33.0% | $2,544-4.3% |
| Participant deferral / active EE | $4,389 | $3,693+18.9% | $4,728-7.2% | $4,237+3.6% |
| Admin fee / account holder | $18 | $625-97.1% | $6,410-99.7% | $593-96.9% |