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 Service code 13 · EIN 42-0127290 | Contract Administrator | $1,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,312 | $98,982+55.9% | $162,163-4.8% | $65,185+136.7% |
| Participation rate | 99.1% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+28.9pp |
| Annual return | 22.19% | 24.84%-2.7pp | 115.59%-93.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,624 | $3,467-24.3% | $5,614-53.3% | $2,177+20.5% |
| Participant deferral / active EE | $3,766 | $5,384-30.1% | $7,298-48.4% | $3,514+7.2% |
| Admin fee / account holder | $10 | $596-98.4% | $10,843-99.9% | $847-98.9% |