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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,250 |
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 | $80,256 | $92,055-12.8% | $106,213-24.4% | $77,643+3.4% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 11.65% | 17.91%-6.3pp | 116.14%-104.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,740 | $3,367-18.6% | $3,171-13.6% | $2,726+0.5% |
| Participant deferral / active EE | $5,995 | $5,386+11.3% | $5,016+19.5% | $4,647+29.0% |
| Admin fee / account holder | $44 | $219-80.0% | $11,033-99.6% | $430-89.8% |