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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,740 | $66,457+78.7% | $81,382+45.9% | $77,643+52.9% |
| Participation rate | 95.4% | 68.7%+26.7pp | 69.5%+25.9pp | 70.6%+24.8pp |
| Annual return | 14.13% | 15.93%-1.8pp | 24.73%-10.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,071 | $2,159+88.5% | $2,463+65.3% | $2,726+49.3% |
| Participant deferral / active EE | $7,383 | $3,679+100.7% | $3,883+90.1% | $4,647+58.9% |
| Admin fee / account holder | $181 | $583-69.0% | $5,768-96.9% | $430-58.0% |