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 | $18,495 |
Employer contribution per participant 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 | $50,165 | $72,492-30.8% | $87,100-42.4% | $72,985-31.3% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.9%+13.9pp | 69.5%+21.3pp |
| Annual return | 20.31% | 24.46%-4.1pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,501 | $3,270+7.1% | $4,049-13.5% | $3,607-3.0% |
| Admin fee / account holder | $195 | $5,055-96.1% | $7,497-97.4% | $5,124-96.2% |