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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,472 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,712 | $74,347+28.7% | $93,606+2.2% | $67,579+41.6% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 71.3%+28.2pp |
| Annual return | 23.83% | 28.07%-4.2pp | 32.76%-8.9pp | 378.56%-354.7pp |
| Employer contribution / active EE | $3,616 | $2,583+40.0% | $2,718+33.0% | $2,148+68.4% |
| Participant deferral / active EE | $4,529 | $4,060+11.6% | $4,069+11.3% | $3,539+28.0% |
| Admin fee / account holder | $189 | $123+54.3% | $7,888-97.6% | $142+33.0% |