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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,818 |
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 | $86,346 | $69,305+24.6% | $82,313+4.9% | $69,631+24.0% |
| Participation rate | 75.2% | 80.3%-5.1pp | 76.9%-1.7pp | 70.7%+4.5pp |
| Annual return | 16.46% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,307 | $1,887-30.7% | $2,428-46.2% | $2,032-35.7% |
| Participant deferral / active EE | $2,706 | $3,568-24.2% | $3,706-27.0% | $3,224-16.1% |
| Admin fee / account holder | $31 | $97-68.5% | $5,608-99.5% | $110-72.3% |