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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,748 |
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 | $134,435 | $66,310+102.7% | $93,606+43.6% | $65,185+106.2% |
| Participation rate | 94.8% | 74.0%+20.8pp | 75.8%+19.0pp | 70.2%+24.6pp |
| Annual return | 23.67% | 42.58%-18.9pp | 32.76%-9.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,567 | $2,012-22.1% | $2,718-42.4% | $2,177-28.0% |
| Participant deferral / active EE | $7,136 | $3,342+113.5% | $4,069+75.4% | $3,514+103.1% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.8% |