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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,475 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,329 | $58,083+95.1% | $80,019+41.6% | $56,287+101.3% |
| Participation rate | 94.7% | 73.6%+21.1pp | 75.8%+18.8pp | 69.9%+24.8pp |
| Annual return | -7.48% | 34.61%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,315 | $1,932-31.9% | $2,468-46.7% | $2,111-37.7% |
| Participant deferral / active EE | $6,497 | $3,135+107.2% | $3,686+76.3% | $3,350+93.9% |
| Admin fee / account holder | $17 | $623-97.2% | $6,521-99.7% | $521-96.7% |