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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,363 |
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 | $103,056 | $89,739+14.8% | $149,718-31.2% | $62,292+65.4% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+12.0pp | 69.5%+29.5pp |
| Annual return | 17.15% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $6,420 | $3,233+98.6% | $5,445+17.9% | $2,042+214.4% |
| Participant deferral / active EE | $5,792 | $4,797+20.7% | $6,569-11.8% | $3,169+82.8% |
| Admin fee / account holder | $249 | $551-54.7% | $11,283-97.8% | $479-48.0% |