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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,007 | $136,307+4.9% | $177,821-19.6% | $73,488+94.6% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.7%+11.2pp | 70.7%+28.2pp |
| Annual return | 8.90% | 18.68%-9.8pp | 48.32%-39.4pp | 28.51%-19.6pp |
| Employer contribution / active EE | $8,183 | $3,712+120.4% | $5,918+38.3% | $2,270+260.5% |
| Participant deferral / active EE | $5,973 | $5,829+2.5% | $7,714-22.6% | $3,740+59.7% |
| Admin fee / account holder | $95 | $596-84.0% | $12,427-99.2% | $513-81.5% |