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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,413 |
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 | $73,081 | $70,667+3.4% | $123,104-40.6% | $52,331+39.7% |
| Participation rate | 98.0% | 83.7%+14.3pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 1.26% | 6.23%-5.0pp | 13.22%-12.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $5,734 | $2,946+94.7% | $5,151+11.3% | $1,882+204.7% |
| Participant deferral / active EE | $4,868 | $4,493+8.4% | $6,230-21.9% | $3,022+61.1% |
| Admin fee / account holder | $57 | $506-88.7% | $9,015-99.4% | $592-90.4% |