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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,292 | $69,823+43.6% | $77,163+30.0% | $74,419+34.8% |
| Participation rate | 95.9% | 70.0%+25.9pp | 69.6%+26.3pp | 70.7%+25.1pp |
| Annual return | 18.45% | 19.98%-1.5pp | 37.87%-19.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $4,022 | $2,150+87.1% | $2,535+58.7% | $2,637+52.5% |
| Participant deferral / active EE | $7,190 | $3,558+102.1% | $3,833+87.6% | $4,528+58.8% |
| Admin fee / account holder | $150 | $398-62.2% | $5,472-97.3% | $348-56.8% |