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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,218 |
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 | $73,466 | $65,118+12.8% | $76,768-4.3% | $55,725+31.8% |
| Participation rate | 75.7% | 79.6%-3.9pp | 77.0%-1.3pp | 70.9%+4.8pp |
| Annual return | -4.96% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,477 | $1,941-23.9% | $2,485-40.6% | $2,078-28.9% |
| Participant deferral / active EE | $2,773 | $3,688-24.8% | $3,852-28.0% | $3,356-17.4% |
| Admin fee / account holder | $20 | $116-83.2% | $6,675-99.7% | $115-83.1% |