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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $54,229+27.9% | $70,092-1.0% | $68,494+1.3% |
| Participation rate | 86.5% | 64.5%+22.0pp | 70.5%+16.0pp | 67.9%+18.6pp |
| Annual return | -15.42% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,777 | $2,018+37.6% | $2,559+8.5% | $2,596+7.0% |
| Participant deferral / active EE | $2,705 | $2,956-8.5% | $3,849-29.7% | $4,027-32.8% |
| Admin fee / account holder | $42 | $4,694-99.1% | $6,267-99.3% | $5,403-99.2% |