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 Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $22,467 |
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 | $36,251 | $91,190-60.2% | $178,490-79.7% | $79,858-54.6% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.6pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $217 | $3,256-93.3% | $5,011-95.7% | $2,471-91.2% |
| Participant deferral / active EE | $1,085 | $3,236-66.5% | $5,202-79.2% | $3,740-71.0% |
| Admin fee / account holder | $264 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |