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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,434 |
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 | $62,607 | $50,666+23.6% | $76,817-18.5% | $65,185-4.0% |
| Participation rate | 93.2% | 68.8%+24.4pp | 72.1%+21.1pp | 70.2%+23.0pp |
| Annual return | 19.69% | 28.51%-8.8pp | 1166.11%-1146.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,394 | $1,575+52.0% | $2,302+4.0% | $2,177+10.0% |
| Participant deferral / active EE | $2,293 | $2,647-13.4% | $3,336-31.3% | $3,514-34.7% |
| Admin fee / account holder | $50 | $463-89.1% | $6,420-99.2% | $847-94.1% |