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 | $35,137 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,691 | $51,620+131.9% | $90,281+32.6% | $65,185+83.6% |
| Participation rate | 89.0% | 68.6%+20.4pp | 73.3%+15.7pp | 70.2%+18.8pp |
| Annual return | 2.23% | 24.94%-22.7pp | 78.10%-75.9pp | 29.38%-27.2pp |
| Employer contribution / active EE | $5,313 | $2,235+137.8% | $2,854+86.1% | $2,177+144.1% |
| Participant deferral / active EE | $7,399 | $2,871+157.8% | $3,885+90.4% | $3,514+110.6% |
| Admin fee / account holder | $157 | $384-59.2% | $5,351-97.1% | $847-81.5% |