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 Service code 13 · EIN 42-0127290 | Contract Administrator | $35,255 |
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 | $180,306 | $102,553+75.8% | $151,611+18.9% | $66,914+169.5% |
| Participation rate | 99.2% | 85.5%+13.6pp | 87.5%+11.7pp | 69.8%+29.3pp |
| Annual return | -5.83% | -10.82%+5.0pp | 3.33%-9.2pp | 1.58%-7.4pp |
| Employer contribution / active EE | $2,364 | $4,180-43.5% | $6,166-61.7% | $2,544-7.1% |
| Participant deferral / active EE | $4,676 | $6,641-29.6% | $8,363-44.1% | $4,237+10.4% |
| Admin fee / account holder | $238 | $630-62.2% | $11,616-97.9% | $593-59.8% |