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 Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $20,654 |
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 | $29,333 | $52,953-44.6% | $172,739-83.0% | $65,185-55.0% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.6pp | 70.2%+2.8pp |
| Annual return | 23.49% | 30.12%-6.6pp | 802.84%-779.4pp | 29.38%-5.9pp |
| Employer contribution / active EE | $154 | $2,190-93.0% | $5,143-97.0% | $2,177-92.9% |
| Participant deferral / active EE | $879 | $2,471-64.4% | $5,198-83.1% | $3,514-75.0% |
| Admin fee / account holder | $211 | $472-55.3% | $13,954-98.5% | $847-75.1% |