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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,008 |
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 | $89,733 | $132,049-32.0% | $200,582-55.3% | $74,304+20.8% |
| Participation rate | 97.4% | 84.1%+13.4pp | 86.9%+10.5pp | 60.3%+37.1pp |
| Annual return | 14.53% | 22.22%-7.7pp | 42.33%-27.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,718 | $4,558-40.4% | $6,419-57.6% | $2,241+21.3% |
| Participant deferral / active EE | $7,129 | $7,213-1.2% | $9,331-23.6% | $3,767+89.2% |
| Admin fee / account holder | $145 | $2,405-94.0% | $16,305-99.1% | $2,969-95.1% |