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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,120 |
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 | $112,211 | $98,982+13.4% | $162,163-30.8% | $65,185+72.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.71% | 24.84%-3.1pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $7,386 | $3,467+113.1% | $5,614+31.6% | $2,177+239.4% |
| Participant deferral / active EE | $6,997 | $5,384+29.9% | $7,298-4.1% | $3,514+99.1% |
| Admin fee / account holder | $184 | $596-69.2% | $10,843-98.3% | $847-78.3% |