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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,314 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $28,944 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,537 | $69,823+6.8% | $77,163-3.4% | $74,419+0.2% |
| Participation rate | 97.6% | 70.0%+27.6pp | 69.6%+28.0pp | 70.7%+26.9pp |
| Annual return | 14.05% | 19.98%-5.9pp | 37.87%-23.8pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,304 | $2,150-39.4% | $2,535-48.6% | $2,637-50.6% |
| Participant deferral / active EE | $3,018 | $3,558-15.2% | $3,833-21.3% | $4,528-33.3% |
| Admin fee / account holder | $282 | $398-29.0% | $5,472-94.8% | $348-18.9% |