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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,617 |
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 | $163,661 | $56,629+189.0% | $77,999+109.8% | $55,167+196.7% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.5%+17.6pp | 69.0%+24.2pp |
| Annual return | 9.52% | 2866.98%-2857.5pp | 425.96%-416.4pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,477 | $1,723-14.3% | $2,470-40.2% | $1,963-24.7% |
| Participant deferral / active EE | $6,941 | $2,777+149.9% | $3,497+98.5% | $3,054+127.3% |
| Admin fee / account holder | $13 | $467-97.3% | $5,480-99.8% | $504-97.5% |