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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,902 | $84,784-10.5% | $98,439-22.9% | $74,419+2.0% |
| Participation rate | 97.2% | 81.5%+15.7pp | 75.2%+22.0pp | 70.7%+26.5pp |
| Annual return | 16.10% | 20.59%-4.5pp | 21.16%-5.1pp | 34.38%-18.3pp |
| Employer contribution / active EE | $3,170 | $3,364-5.8% | $3,048+4.0% | $2,637+20.2% |
| Participant deferral / active EE | $6,813 | $5,218+30.6% | $4,738+43.8% | $4,528+50.5% |
| Admin fee / account holder | $51 | $204-75.0% | $8,948-99.4% | $348-85.3% |