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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,077 |
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 | $105,280 | $85,135+23.7% | $98,907+6.4% | $73,409+43.4% |
| Participation rate | 99.5% | 81.1%+18.4pp | 76.0%+23.5pp | 72.2%+27.4pp |
| Annual return | 17.89% | 19.14%-1.2pp | 196.43%-178.5pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,871 | $2,721+42.3% | $2,689+43.9% | $2,234+73.3% |
| Participant deferral / active EE | $4,535 | $4,349+4.3% | $4,244+6.8% | $3,805+19.2% |
| Admin fee / account holder | $185 | $139+32.5% | $6,642-97.2% | $158+16.9% |