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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,343 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $33,071 |
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 | $80,365 | $66,457+20.9% | $81,382-1.2% | $77,643+3.5% |
| Participation rate | 97.8% | 68.7%+29.0pp | 69.5%+28.3pp | 70.6%+27.2pp |
| Annual return | 11.62% | 15.93%-4.3pp | 24.73%-13.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,315 | $2,159-39.1% | $2,463-46.6% | $2,726-51.7% |
| Participant deferral / active EE | $2,936 | $3,679-20.2% | $3,883-24.4% | $4,647-36.8% |
| Admin fee / account holder | $267 | $583-54.1% | $5,768-95.4% | $430-37.9% |