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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,817 |
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 | $94,593 | $79,523+19.0% | $140,016-32.4% | $56,287+68.1% |
| Participation rate | 99.0% | 85.7%+13.3pp | 87.5%+11.5pp | 69.9%+29.2pp |
| Annual return | -5.76% | 2.39%-8.1pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $7,202 | $3,350+115.0% | $5,606+28.5% | $2,111+241.2% |
| Participant deferral / active EE | $5,966 | $5,129+16.3% | $6,927-13.9% | $3,350+78.1% |
| Admin fee / account holder | $216 | $614-64.9% | $10,705-98.0% | $521-58.6% |