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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,708 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,172 | $65,061+14.0% | $143,757-48.4% | $66,914+10.8% |
| Participation rate | 80.4% | 65.2%+15.2pp | 80.3%+0.1pp | 69.8%+10.6pp |
| Annual return | -15.69% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $902 | $2,361-61.8% | $4,951-81.8% | $2,544-64.6% |
| Participant deferral / active EE | $5,759 | $2,919+97.3% | $5,637+2.2% | $4,237+35.9% |
| Admin fee / account holder | $290 | $502-42.2% | $14,673-98.0% | $593-51.1% |