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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,354 | $67,606-49.2% | $82,313-58.3% | $70,131-51.0% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.5pp | 69.5%+24.8pp |
| Annual return | 11.82% | 21.57%-9.7pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $379 | $1,755-78.4% | $2,428-84.4% | $2,342-83.8% |
| Participant deferral / active EE | $1,547 | $2,987-48.2% | $3,706-58.3% | $3,332-53.6% |
| Admin fee / account holder | $141 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |