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 | $3,438 |
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 | $75,328 | $59,584+26.4% | $86,874-13.3% | $79,386-5.1% |
| Participation rate | 92.0% | 67.7%+24.3pp | 71.6%+20.4pp | 70.7%+21.3pp |
| Annual return | 10.85% | 23.15%-12.3pp | 63.52%-52.7pp | 116.85%-106.0pp |
| Employer contribution / active EE | $2,685 | $1,768+51.9% | $2,495+7.6% | $2,427+10.6% |
| Participant deferral / active EE | $2,519 | $3,036-17.0% | $3,699-31.9% | $4,046-37.7% |
| Admin fee / account holder | $30 | $604-95.0% | $5,828-99.5% | $626-95.1% |