Filed October 9, 2024
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,697 | $66,528-22.3% | $86,874-40.5% | $86,799-40.4% |
| Participation rate | 99.0% | 72.4%+26.7pp | 71.6%+27.4pp | 72.3%+26.7pp |
| Annual return | 12.59% | 19.56%-7.0pp | 63.52%-50.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $842 | $2,007-58.0% | $2,495-66.3% | $2,405-65.0% |
| Participant deferral / active EE | $2,560 | $3,240-21.0% | $3,699-30.8% | $4,131-38.0% |
| Admin fee / account holder | $62 | $148-58.0% | $5,828-98.9% | $170-63.3% |