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 | $5,164 |
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 | $75,251 | $91,418-17.7% | $87,100-13.6% | - |
| Participation rate | 99.0% | 78.6%+20.4pp | 76.9%+22.1pp | - |
| Annual return | 17.39% | 14.06%+3.3pp | 28.19%-10.8pp | - |
| Employer contribution / active EE | $2,162 | $2,156+0.3% | $2,521-14.2% | - |
| Participant deferral / active EE | $2,628 | $3,251-19.1% | $4,049-35.1% | - |
| Admin fee / account holder | $47 | $8,929-99.5% | $7,497-99.4% | - |