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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,689 |
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 | $85,673 | $74,089+15.6% | $133,980-36.1% | $55,167+55.3% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.1%+11.4pp | 69.0%+29.5pp |
| Annual return | 8.65% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $6,076 | $3,064+98.3% | $5,211+16.6% | $1,963+209.6% |
| Participant deferral / active EE | $5,286 | $4,678+13.0% | $6,282-15.9% | $3,054+73.1% |
| Admin fee / account holder | $240 | $458-47.5% | $9,324-97.4% | $504-52.3% |