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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,547 | $104,919-15.6% | $116,228-23.8% | $85,563+3.5% |
| Participation rate | 98.9% | 78.6%+20.3pp | 74.6%+24.3pp | 66.0%+32.9pp |
| Annual return | 16.72% | 15.38%+1.3pp | 90.06%-73.3pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,208 | $3,485-8.0% | $2,994+7.1% | $2,654+20.9% |
| Participant deferral / active EE | $7,128 | $5,306+34.3% | $4,953+43.9% | $4,375+62.9% |
| Admin fee / account holder | $50 | $429-88.3% | $11,989-99.6% | $834-94.0% |