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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,347 |
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 | $174,029 | $63,299+174.9% | $91,001+91.2% | $62,292+179.4% |
| Participation rate | 95.9% | 73.3%+22.6pp | 75.6%+20.3pp | 69.5%+26.4pp |
| Annual return | 17.91% | 20.99%-3.1pp | 4.60%+13.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,540 | $1,807-14.8% | $2,456-37.3% | $2,042-24.6% |
| Participant deferral / active EE | $7,311 | $2,943+148.4% | $3,547+106.1% | $3,169+130.7% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-98.0% |