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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,282 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,947 | $91,762-93.5% | $67,502-91.2% | $77,643-92.3% |
| Participation rate | 87.0% | 75.9%+11.1pp | 72.9%+14.2pp | 70.6%+16.5pp |
| Annual return | 20.00% | 14.87%+5.1pp | 3512.12%-3492.1pp | 31.24%-11.2pp |
| Employer contribution / active EE | $888 | $3,181-72.1% | $2,731-67.5% | $2,726-67.4% |
| Participant deferral / active EE | $1,748 | $3,903-55.2% | $4,000-56.3% | $4,647-62.4% |
| Admin fee / account holder | $120 | $176-31.8% | $3,998-97.0% | $430-72.1% |