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 | $8,817 |
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 | $95,602 | $80,177+19.2% | $123,892-22.8% | $57,658+65.8% |
| Participation rate | 92.1% | 74.4%+17.7pp | 81.4%+10.7pp | 70.2%+21.9pp |
| Annual return | 10.50% | 17.90%-7.4pp | 47.52%-37.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $2,529 | $2,913-13.2% | $4,617-45.2% | $1,974+28.2% |
| Participant deferral / active EE | $8,248 | $5,130+60.8% | $5,984+37.8% | $3,061+169.5% |
| Admin fee / account holder | $27 | $106-74.2% | $8,357-99.7% | $95-70.9% |