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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,877 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,101 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,706 | $93,131+15.7% | $106,548+1.1% | $86,799+24.1% |
| Participation rate | 98.7% | 81.4%+17.2pp | 76.1%+22.5pp | 72.3%+26.4pp |
| Annual return | 11.25% | 19.45%-8.2pp | 26.80%-15.5pp | 97.91%-86.7pp |
| Employer contribution / active EE | $3,947 | $2,895+36.3% | $2,819+40.0% | $2,405+64.1% |
| Participant deferral / active EE | $5,062 | $4,708+7.5% | $4,398+15.1% | $4,131+22.5% |
| Admin fee / account holder | $193 | $145+32.9% | $7,407-97.4% | $170+13.8% |