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 COMPANY8+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $23,730 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,587 | $73,867-68.1% | $143,757-83.6% | $68,494-65.6% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -16.55% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $259 | $3,184-91.9% | $4,951-94.8% | $2,596-90.0% |
| Participant deferral / active EE | $1,329 | $3,384-60.7% | $5,637-76.4% | $4,027-67.0% |
| Admin fee / account holder | $241 | $5,755-95.8% | $14,673-98.4% | $5,403-95.5% |