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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,718 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,539 | $93,131-22.1% | $106,548-31.9% | $86,799-16.4% |
| Participation rate | 97.5% | 81.4%+16.1pp | 76.1%+21.4pp | 72.3%+25.2pp |
| Annual return | 12.08% | 19.45%-7.4pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,774 | $2,895-4.2% | $2,819-1.6% | $2,405+15.3% |
| Participant deferral / active EE | $5,958 | $4,708+26.5% | $4,398+35.5% | $4,131+44.2% |
| Admin fee / account holder | $43 | $145-70.3% | $7,407-99.4% | $170-74.6% |