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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,685 | $99,078-7.5% | $96,544-5.0% | $74,419+23.2% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.0%+22.2pp | 70.7%+27.4pp |
| Annual return | 15.26% | 22.48%-7.2pp | 25.84%-10.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,076 | $2,570-58.1% | $2,965-63.7% | $2,637-59.2% |
| Participant deferral / active EE | $3,316 | $4,933-32.8% | $4,851-31.6% | $4,528-26.8% |
| Admin fee / account holder | $28 | $225-87.4% | $8,252-99.7% | $348-91.9% |