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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,039 |
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 | $98,810 | $64,286+53.7% | $90,951+8.6% | $73,409+34.6% |
| Participation rate | 95.5% | 63.6%+31.9pp | 69.0%+26.5pp | 72.2%+23.3pp |
| Annual return | 12.54% | 21.45%-8.9pp | 134.60%-122.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,097 | $895+134.4% | $2,122-1.2% | $2,234-6.1% |
| Participant deferral / active EE | $6,130 | $2,453+149.9% | $3,373+81.7% | $3,805+61.1% |
| Admin fee / account holder | $176 | $287-38.6% | $5,959-97.0% | $158+11.7% |