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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,258 |
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 | $145,943 | $70,908+105.8% | $98,907+47.6% | $73,488+98.6% |
| Participation rate | 94.6% | 73.8%+20.8pp | 76.0%+18.5pp | 70.7%+23.9pp |
| Annual return | 18.22% | 34.17%-16.0pp | 196.43%-178.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,488 | $2,036-26.9% | $2,689-44.7% | $2,270-34.5% |
| Participant deferral / active EE | $7,048 | $3,500+101.4% | $4,244+66.1% | $3,740+88.5% |
| Admin fee / account holder | $8 | $535-98.6% | $6,642-99.9% | $513-98.5% |